Brad’s deep experience and knowledge of investment management, especially as it relates to the affluent clients of Smith & Howard Wealth Management, complement our already strong expertise and resources.
(PRWEB) August 23, 2016
Tim Agnew, Managing Director of Smith & Howard Wealth Management, an Atlanta fee-only wealth management firm, announced today the addition of Brad Swinsburg as Director of Investments.
Brad joins Smith & Howard Wealth Management after spending the past five years as a Vice President and Senior Portfolio Manager in the Atlanta office of Hirtle, Callaghan & Co., a Pennsylvania-based outsourced Chief Investment Office. He holds the Chartered Financial Analyst (CFA) and Chartered Alternative Investment Analyst (CAIA) credentials. Brad’s career has been spent serving family offices and affluent clients throughout the southeastern and southwestern U.S. In addition to his most recent role with Hirtle, Callaghan & Co., Brad 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.
On the addition to the firm, Tim Agnew noted, "Brad’s deep experience and knowledge of investment management, especially as it relates to the affluent clients of Smith & Howard Wealth Management, complement our already strong expertise and resources. We are excited to have Brad join our team and look forward to introducing him to our clients."
Brad Swinsburg, his wife and daughter live in Atlanta. He graduated Summa Cum Laude with a Bachelor of Science Degree from the Sigmund Weis School of Business at Susquehanna University in Pennsylvania. In addition to holding the CFA and CAIA designations, Brad is a volunteer basketball coach for the Atlanta Northside Youth Organization and is a dedicated athlete, participating in competitive endurance races, including the Prague International Marathon and the ING New York City Marathon.
Smith & Howard Wealth Management is a Registered Investment Advisory firm providing wealth management services to affluent individuals and families across the Southeast.