Brad Swinsburg

Brad Swinsburg

Chief Investment Officer at Smith & Howard Wealth Management LLC

Profile

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.

Brad Swinsburg active positions

CompaniesPositionStart
Chief Investment Officer 01/08/2019
All active positions of Brad Swinsburg

Former positions of Brad Swinsburg

CompaniesPositionEnd
Corporate Officer/Principal -
Corporate Officer/Principal -
See the detail of Brad Swinsburg's experience

Experiences
Positions held

Active

Inactive

Listed companies

Private companies

See the detail of Brad Swinsburg's experience

Connections

3

1st degree connections

3

1st degree companies

Male

Female

Members of the board

Executives

See the personal network

Linked companies

Private companies3

Finance

Finance

Finance

See company connections
  1. Stock Market
  2. Insiders
  3. Brad Swinsburg