Smith & Howard Wealth Management Promotes Brad Swinsburg to Chief Investment Officer
Smith & Howard Wealth Management, an Atlanta based Registered Investment Advisor, is pleased to announce Brad Swinsburg has been promoted to Chief Investment Officer.
As Chief Investment Officer, Brad chairs the Investment Policy Committee and is responsible for the oversight and development of Smith & Howard Wealth Management’s investment program. In addition, Brad works directly on asset allocation, investment implementation and monitoring. He also publishes various market and investment-oriented articles, including the firm’s quarterly Your Family CFO Report newsletter.
“Since joining Smith & Howard Wealth Management, Brad has provided a unique and important perspective and value to our clients and to the work of our Investment Policy Committee. We are very excited to see him elevated to Chief Investment Officer and are proud to recognize him in this way,” said Tim Agnew, Managing Director of Smith & Howard Wealth Management.
Brad uses his extensive experience and deep investment knowledge to help clients define their goals and to structure portfolios that can help them meet those goals. He has experience serving a diverse base of clients across the nation.
Brad joined Smith & Howard Wealth Management in 2016 as Director of Investments and holds the Chartered Financial Analyst (CFA) and Chartered Alternative Investment Analyst (CAIA) credentials as well as the Behavioral Financial Advisor™ designation.