Brad Swinsburg

Chief Investment Officer at

Smith & Howard Wealth Management LLC

Finance

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

Companies	Position	Start
Smith & Howard Wealth Management LLC Smith & Howard Wealth Management LLC Investment ManagersFinance SHWM primarily invest their client’s account in mutual funds and ETFs, which are generally evaluated and selected based on a variety of factors, including, without limitation, past performance, fee structure, portfolio manager, fund sponsor, overall ratings for safety and returns, and other factors. The firm’s investment approach emphasizes tax awareness and fee sensitivity. Investment decisions are made by the Investment Policy Committee.	Chief Investment Officer	31/07/2019

All active positions of Brad Swinsburg

Former positions of Brad Swinsburg

Companies	Position	End
Goldman Sachs & Co. LLC Goldman Sachs & Co. LLC Investment Banks/BrokersFinance Provides brokerage services	Corporate Officer/Principal	-
Hirtle, Callaghan & Co. LLC Hirtle, Callaghan & Co. LLC Investment ManagersFinance Hirtle employs a fundamentally based investment process that allocates client capital to asset classes, investment strategies and independent specialist managers in a manner designed to maximize the potential return on capital within specific, client defined, risk tolerances and guidelines. Their fundamentally based investment process allows them to develop globally diversified, risk-managed portfolios that are custom designed to address each client’s specific investment objectives and needs.	Corporate Officer/Principal	-

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Private companies	3
Goldman Sachs & Co. LLC Goldman Sachs & Co. LLC Investment Banks/BrokersFinance Provides brokerage services	Finance
Hirtle, Callaghan & Co. LLC Hirtle, Callaghan & Co. LLC Investment ManagersFinance Hirtle employs a fundamentally based investment process that allocates client capital to asset classes, investment strategies and independent specialist managers in a manner designed to maximize the potential return on capital within specific, client defined, risk tolerances and guidelines. Their fundamentally based investment process allows them to develop globally diversified, risk-managed portfolios that are custom designed to address each client’s specific investment objectives and needs.	Finance
Smith & Howard Wealth Management LLC Smith & Howard Wealth Management LLC Investment ManagersFinance SHWM primarily invest their client’s account in mutual funds and ETFs, which are generally evaluated and selected based on a variety of factors, including, without limitation, past performance, fee structure, portfolio manager, fund sponsor, overall ratings for safety and returns, and other factors. The firm’s investment approach emphasizes tax awareness and fee sensitivity. Investment decisions are made by the Investment Policy Committee.	Finance