Back to Insights Smith + Howard Wealth Management, LLC is pleased to announce Brad Swinsburg’s elevation to partner, effective January 1, 2023.
“Brad is a valuable member of our leadership team, having the trust of the firm’s leaders and employees as well as that of our clients,” said Tim Agnew, Managing Director of Smith + Howard Wealth Management. “We are very excited to have him join the partner group and are proud to recognize him in this way.”
Brad will continue to serve clients in his capacity as Chief Investment Officer and will take on additional leadership roles. He chairs the Investment Policy Committee and is responsible for the oversight and development of Smith + Howard Wealth Management’s investment program.
Brad joined Smith + Howard Wealth Management in 2016 as Director of Investments and holds the Chartered Financial Analyst (CFA) and Chartered Alternative Investment Analyst (CAIA) credentials as well as the Behavioral Financial Advisor™ designation.
