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brad
Brad Swinsburg CFA®, CAIA, BFA®️ Chief Investment Officer

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

Brad joined Smith and Howard Wealth Management in 2016. As Chief Investment Officer, he chairs the Investment Policy Committee and is responsible for the oversight and development of Smith and Howard Wealth Management’s investment program. Additionally, Brad works directly on asset allocation, investment implementation and monitoring. He also publishes various market and investment-oriented articles, including the firm’s quarterly newsletter.

Brad’s career has been spent serving family offices and affluent clients throughout the southeast and southwest. In addition to a previous role with Hirtle, Callaghan & Co., Brad was also a global investment specialist with J.P. Morgan Private Bank and spent a decade early in his career at Goldman Sachs & Co.

Brad lives in Atlanta with his wife and daughter.

One of the primary reasons I joined Smith and Howard Wealth Management was the desire to work in an environment – and with colleagues – where everyone valued the idea of always doing the right thing as much as I did. In an industry rife with conflicts of interest, that is rare to find, yet something that has never been more important.
Education

Susquehanna University – Bachelor of Science (Summa Cum Laude)

Certifications/Organizations
  • Brad holds the CFA® and CAIA credentials as well as the BFA® designation.
Hometown

Williamsburg, Pennsylvania

Interests + Hobbies
  • Competitive endurance races, including the Prague International Marathon, Marine Corps Marathon and ING New York City Marathon
  • Coaching basketball for the Atlanta Northside Youth Organization
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Tim F. Agnew Managing Director
Julio Barahona Director of Operations
Jeff M. Brandon Senior Wealth Planner
Lisa Curles Senior Client Service Specialist
Robert L. Kaercher Wealth Manager
Michael Mueller Senior Wealth Planner
Valerie Nichols Director of Investments
Stephanie Roberts Senior Client Service Specialist