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

Summary: Fourth Quarter 2018
Recognizing the importance of investor psychology in navigating tough markets.
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Market Recap – Economic and Geopolitical Concerns Impact Markets | Fourth Quarter 2018
In a nutshell:  The past year will be remembered as a year in which nearly every major asset class and...
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Summary: Fourth Quarter 2018
Recognizing the importance of investor psychology in navigating tough markets.
Read more.
Market Outlook – Broad U.S. Markets Remain Relatively Expensive | Third Quarter 2018
Bond valuations and future expectations have improved marginally as yields have crept higher.
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