Brad Swinsburg, CFA, CAIA, BFA®

Brad joined Smith & Howard Wealth Management in 2016 and serves as 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.

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., 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.

Brad holds the Chartered Financial Analyst (CFA) and Chartered Alternative Investment Analyst (CAIA) 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, his wife, and daughter live in Atlanta. He 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, the Marine Corps Marathon, and the ING New York City Marathon.

Related Resources

It may seem odd to be asked about doing estate planning for college students when they probably have few if
In our recent On the Horizon video, we highlighted and discussed a number of topics that we expected to impact
Markets bottomed in late March and, despite a few, short setbacks, spent most of the next three months recovering much
For the last few years, we’ve dedicated a portion of our quarterly Your Family's CFO Report to upcoming topics and
"Market reactions to elections are often much less - or different - than one might expect." In this video, Brad Swinsburg,