Preston Mcswain

Preston McSwain is the co-founder, Managing Partner and Chief Investment Officer of Fiduciary Wealth Partners (FWP), a 100% employee-owned, SEC-registered investment adviser and multi-family office based at 2310 Washington Street, Newton, Massachusetts, serving high-net-worth individuals, families, trusts, and foundations. He co-founded the firm with fellow Managing Partner Jamie Cornell; FWP is the successor to SJM Fiduciary Advisors, which McSwain founded in 2012. He has roughly 30 years of experience in investment and trust management.

His career began in institutional asset management at State Street Bank & Trust (now State Street Global Advisors). He went on to help launch a bank mutual fund division and to found a trust company for a regional bank. He later became a Managing Director at Neuberger Berman (and its Lehman Brothers Trust Company affiliate), where he founded and led the Private Asset Management Division in New England, helping grow the firms' ultra-high-net-worth trust and wealth management businesses.

McSwain earned a B.S. in Finance with a concentration in Investment Management from the University of Alabama at Birmingham (UAB), where he received the School of Business Outstanding Alumni Award in 2006 (he initially studied electrical engineering before switching to finance). He is a frequent speaker and prolific writer on wealth management, investing, fiduciary duty, and fee transparency, contributing to WealthManagement.com, Trusts & Estates, the CFA Institute's Enterprising Investor blog, Institutional Investor, Advisorpedia, and TheStreet, and has been profiled or cited in The Wall Street Journal, U.S. News, and the Financial Times. Investopedia named him one of its Top 100 Financial Advisors for contributions to financial literacy.

Beyond his firm, McSwain is active in civic and nonprofit life. He sits on the board of the Pioneer Institute and the Board of Overseers of the Peabody Essex Museum, co-founded Boston Preparatory Charter Public School, is a member of the Economic Club of New York, and describes himself as a clean-ocean advocate. He publishes personal essays on investing, education, and ocean conservation at his "Provoking Posts" blog (prestondmcswain.com).

• Operates as a fiduciary, fee-transparent wealth adviser, not a venture/angel fund — the core "product" is objective, conflict-free investment counsel for private clients rather than early-stage equity checks.
• Emphasizes low-cost, evidence-based, diversified portfolio construction, investment policy formulation, family governance, trustee counsel, and liquidity/risk management for individuals, families, trusts, and foundations.
• A recurring public theme in his writing is skepticism toward high fees, complexity, and "beat-the-market" marketing — he repeatedly argues that transparency, discipline, and behavioral coaching matter more than chasing hot products.
• No publicly verifiable individual seed/angel investment thesis (check size, target startup profile, or sector preferences for startups) exists; treat any "seed round" framing with caution absent direct confirmation.