Brad Swinsburg, CFA, CAIA, BFA™

Brad Swinsburg, CFA, CAIA, BFA™

Director of Investments
Brad uses his extensive experience and deep investment knowledge to help drive the SHWM investment process and program. He works directly with our clients to help them define their goals and to properly structure portfolios that can help them meet those goals.

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.