Preston McSwain is a managing partner and founder of Fiduciary Wealth Partners, which is an SEC registered investment advisor. He is a frequent speaker on wealth management, investment and fiduciary topics and is a regular writer and contributor to financial publications.
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. Earlier in his career, Preston founded a Trust Company for a regional bank and assisted in the launch of a bank mutual fund division.
Preston McSwain is 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 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.
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.
It's true that some big index funds now have super-low expense ratios, but some still charge investors way too much. Buyer beware!
Every September, the collapse of Lehman Brothers reminds me that the firms fate could have been different if it had a different kind of leadership: women.
After the stock market's drop on Friday, history and research suggest that as long as investors have a well-developed plan, they should stick to it and not react.
Yes, the Brexit vote could change a lot of things, but now is not the time to make rash, fear-based decisions affecting your investment portfolio.
As usual, economic projections were never in doubt but proved to be wrong.
When it comes to predicting Apple's next quarter, who should you trust? It's really hard to say.
Hedge funds just aren't worth it if you have to pay taxes, a painful reality that the celebrated Yale endowment might soon face.
Another quarter has come to an end and already the airwaves are full of updates celebrating what investment fund has recently performed the best recommending how to win going forward.
Just as it is hard to not get emotionally drawn in on a good April Fool’s Day joke, it's hard to avoid taking action based on emotionally charged market headlines.
Preston McSwain had the chance to have lunch with Fed Chair Janet Yellen. Are Federal Reserve forecasts, no matter how well studied, thoughtful and judicious, consistently accurate?
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