Brad Swinsburg

Brad Swinsburg

Director de Inversiones en Smith & Howard Wealth Management LLC .

Perfil

Mr. Bradley D.
Swinsburg is a Partner & Chief Investment Officer at Smith & Howard Wealth Management LLC.
He joined Smith & Howard Wealth Management in 2016.
He chairs the Investment Policy Committee and is responsible for the oversight and development of Smith & Howard Wealth Management’s investment program.
In addition, he works directly on asset allocation, investment implementation and monitoring.
His career has been spent serving family offices and affluent clients throughout the southeastern and southwestern U.S.
In addition to his role with Hirtle, Callaghan & Co., He was also a Global Investment Specialist with the J.P.
Morgan Private Bank and spent a decade early in his career at Goldman Sachs & Co. He holds the Chartered Financial Analyst and Chartered Alternative Investment Analyst credentials as well as the Behavioral Financial Advisor designation.
He graduated Summa Cum Laude with a Bachelor of Science Degree from the Sigmund Weis School of Business at Susquehanna University in Pennsylvania.

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Director de Inversiones 01/08/2019
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