Managing Partner and Founder
Chief Investment Officer
Preston McSwain is a Managing Partner, the Founder of Fiduciary Wealth Partners and the firm’s Chief Investment Officer.
Prior to launch of Fiduciary Wealth Partners, Preston founded SJM Fiduciary Advisors, which he grew to over $1 billion in assets under advisory before re-branding the firm. Fiduciary Wealth Partners is the successor to SJM.
Preston is a frequent speaker on wealth management, investment and fiduciary topics and is a regular writer and contributor to financial publications such as IRIS, WealthManagement.com, Trust & Estates magazine, TheStreet.com, Institutional Investor and the CFA Institute. In addition, he has been profiled in the Wall Street Journal, U.S. News, Barron’s and the Financial Times.
Previously, Preston held a number of senior leadership positions at investment management and trust companies, including serving as a Managing Director of Neuberger Berman, where he founded the Private Asset Management Division in New England. After Neuberger was acquired by Lehman Brothers, he helped lead the growth of the firm’s investment consulting and trust businesses. As recognition of his achievements, Preston received the Chairman’s Award, which was given to the top 50 performing people in the organization worldwide. Earlier in his career Preston founded a Trust Company for a regional bank and assisted in the launch of a bank mutual fund division. He started his career at State Street Bank & Trust.
Preston has also been a leader of many not-for-profit organizations including serving on the Board of The Pioneer Institute, on the Board of Overseers of the Peabody Essex Museum, as the past Treasurer of Church of the Redeemer in Chestnut Hill and as a founder of Boston Preparatory Charter Public School. He is also a member of the Economic Club of New York and is a contributor and regular speaker for Smart Woman Securities.
Preston received a B.S. in Finance with a concentration in Investment Management from the University of Alabama at Birmingham, where he received the Outstanding Alumni Award from the school of business in 2006.
Preston lives in Chestnut Hill, MA with his wife Susan, son Jack and daughter Meghan. During the Summer they can often be found on Martha’s Vineyard, enjoying the island and focusing on ocean conservation through activities that can be found on their website, Clean Up Oceans. In addition, more of his thoughts can be found on his personal blog, Provoking Posts.