Brad Swinsburg, CFA, CAIA, BFA™

Brad joined Smith & Howard Wealth Management as Director of Investments in 2016 after spending the prior 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.

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 and the ING New York City Marathon.

Related Resources

On the Horizon: 7 Focus Areas | Second Quarter 2018
While unanticipated events always occur, there are typically some themes, data points and awaited events that can impact markets.
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Market Recap – Volatility Settles Down | Second Quarter 2018
Market volatility leveled off during the 2nd quarter, but that was more reflective of just how extreme 1st quarter volatility
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Market Recap – The Return of Volatility | First Quarter 2018
The first quarter of 2018 was a good reminder of just how quickly change can occur in the investing world.
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Summary: First Quarter 2018
During periods of uncertainty it is important to not get caught up in the daily barrage of headlines and tweets.
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A Deeper Dive – The Impact of Rising Interest Rates | 1st Quarter 2018
The Federal Reserve has made it clear that they are finally on a path to “normalizing” rates.
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