SJM Fiduciary Advisors - 225 Franklin Street, 26th Floor, Boston, MA 02110 since Jan 2012
President
Barclays Wealth Nov 2009 - Feb 2012
Managing Director
Neuberger Berman Sep 1998 - Oct 2009
Managing Director
Lehman Brothers 2003 - 2008
Managing Director
Education:
University of Alabama at Birmingham 1984 - 1989
Finance, Investment Management
Skills:
Wealth Management Alternative Investments Asset Allocation Wealth Hedge Funds Investment Management Portfolio Management Asset Management Investment Strategies Venture Capital High Net Worth Individuals Equities Investments Investment Advisory Securities Fixed Income Equity Derivatives Asset Managment Private Equity Series 7 Wealth Management Services Mutual Funds Estate Planning Investment Banking Management Financial Services Finance Capital Markets Financial Planning
Preston McSwain 2005 graduate of Tate High School in Cantonment, FL is on Classmates.com. See pictures, plan your class reunion and get caught up with Preston and other high school ...
Preston Daniel McSwain 1984 graduate of Homewood High School in Homewood, AL is on Classmates.com. See pictures, plan your class reunion and get caught up with Preston Daniel and ...