Experience in Life, Markets and Financial Firms Matters
The founders of Fiduciary Wealth Partners, Preston McSwain and James Cornell, together have over 50 years of experience working in senior management and advisory positions with leading investment management and trust companies.
Based on our experience, Fiduciary Wealth’s recommendations are not driven solely by models or investment theories, but also by our real life understanding of how various strategies have or, importantly, have not worked.
We strive to give clients the peace of mind that comes from knowing that experienced professionals are working on their behalf and putting their interests first.
Preston McSwain is a Managing Partner and Founder of Fiduciary Wealth Partners and the firm’s Chief Investment Officer..
Prior to founding Fiduciary Wealth Partners, Preston founded SJM Fiduciary Advisors. Fiduciary Wealth Partners is the successor to SJM.
Preston is a frequent speaker on wealth management, investment and fiduciary topics and is a regular writer and contributor to financial publications such as IRIS, WealthManagement.com, Trust & Estates magazine, TheStreet.com, Institutional Investor and the CFA Institute. In addition, he has been profiled in the Wall Street Journal, U.S. News, Barron’s and the Financial Times.
Previously, Preston held a number of senior leadership positions at investment management and trust companies, including serving as a Managing Director of Neuberger Berman, where he founded the Private Asset Management Division in New England. After Neuberger was acquired by Lehman Brothers, Preston helped lead the growth of the firm’s investment consulting and trust businesses and received the Chairman’s Award given to only the top 50 senior professionals of the organization worldwide. Earlier in his career Preston founded a Trust Company for a regional bank and assisted in the launch of a bank mutual fund division. He started his career at State Street Bank & Trust.
Preston has been a leader of many not-for-profit organizations including serving on the Board of The Pioneer Institute, on the Board of Overseers of the Peabody Essex Museum, as the Treasurer of Church of the Redeemer in Chestnut Hill and as a founder of Boston Preparatory Charter Public School. He is also a member of the Economic Club of New York.
Preston received a B.S. in Finance with a concentration in Investment Management from the University of Alabama at Birmingham, where he received the Outstanding Alumni Award from the school of business in 2006.
Preston lives in Chestnut Hill, MA with his wife Susan, son Jack and daughter Meghan.
James “Jamie” Cornell is a Managing Partner and Founder of Fiduciary Wealth Partners.
Prior to co-founding Fiduciary Wealth Partners, James spent approximately four years as Managing Director of The Bollard Group, which was recognized as one of the top 50 SEC registered advisors and among the top 25 largest multi-family offices in the U.S.
Before the Bollard group, Jamie held many senior leadership roles at leading wealth and asset management firms, including serving as President of Fidelity Investments Private Wealth Management and President of Fidelity’s Personal Trust Company. While at Fidelity, he led the design and development of Fidelity’s portfolio and financial planning tools.
Jamie is an active board member of for-profit companies and not-for-profit organizations including Segterra, Covestor, Clearbrook Capital, Resolute Ventures, The Nature Conservancy, Outward Bound, Newport Art Museum, UNC – Chapel Hill, Rhode Island School of Design and The Profile Club.
Jamie is a Certified Investment Management Analyst, Certified Hedge Fund Professional and is a candidate for Chartered Alternative Investment Management Analyst. He is also a member of the Investment Management Consultant’s Association and the Boston Security Analyst Society.
Jamie received a B.A. in Economics from the University of North Carolina at Chapel Hill and a Fidelity sponsored executive MBA from the Harvard Business School. He won the Fidelity Innovation Challenge for the best new business idea and is an active mentor to UNC Kenan-Flagler Business School Morehead-Cain and Kauffman Global scholars programs.
Jamie lives in the Back Bay of Boston with his wife Stephanie. Together they have six children, whom Fiduciary Wealth Partners views as full partners.
Erik Marr is a Partner and the Chief Compliance Officer of Fiduciary Wealth Partners.
Prior to Fiduciary Wealth Partners, Erik was the first employee of SJM Fiduciary Advisors, which he helped start with Preston McSwain. Fiduciary Wealth Partners is the successor to SJM.
Previously, Erik was a Senior Financial Associate with Weston Financial, assisting senior advisors and clients in the implementation of wealth plans.
Prior to Weston, Erik worked at Oppenheimer & Co., as a Bond Desk Associate.
Erik graduated from Bentley University with a B.S. in Finance and is currently pursuing his CFP through Boston University’s Certificate of Financial Planning program and holds the FINRA series 66 license.
Norb Vonnegut, a Partner of Fiduciary Wealth Partners, spearheads our efforts to communicate the best practices of fiduciaries as well as FWP’s take on issues that affect investor wealth.
Prior to joining FWP, Norb spent over two decades in wealth management as an author, industry commentator, and Managing Director in an international practice with over $1 billion in assets under management.
He writes a column for The Wall Street Journal, which addresses industry issues affecting both investors and investment professionals and which appears regularly in the Wealth Adviser section online. He is also the author of three financial industry novels, profiled in the The New York Times.
In addition, Norb recently completed his first, full-length non-fiction work, a defensive handbook for investors that probes issues of trust, transparency, indexing relative to active money management, and cybercrime among other topics. His book also spotlights simple-to-use tools available to all investors. He speaks regularly at industry conferences, has appeared on Bloomberg, MSNBC, and given a TEDx talk about how to avoid financial predators.
Norb grew up in Charleston, South Carolina and still self-identifies as a Southerner, even though he has spent most of his academic and professional career in the Northeast. He is a graduate of Phillips Exeter, Harvard College, and Harvard Business School. Norb and his wife Mary live in Narragansett, RI with their dog Lucy and visit their two children as often as possible.
Cristina K. Adams
Cristina Adams is a Relationship Manager with Fiduciary Wealth Partners.
Before joining Fiduciary Wealth Partners, Cristina was a consultant at Envestnet Tamarac. At Envestnet, she was responsible for managing the implementation of Tamarac’s wealth management and consolidated investment reporting solutions for advisors and family offices.
Prior to her time at Envestnet Tamarac, Cristina worked at State Street Corporation for four and a half years, holding various positions in the firms Wealth Management, Business Continuity and Global Services division.
Cristina earned her BA at the University of Massachusetts at Amherst and is currently pursuing her M.B.A through the University of Southern New Hampshire.
In her spare time, Cristina enjoys skiing and playing soccer. She played soccer for the NCAA Division 1 women’s program at The University of Massachusetts at Amherst, where she maintained a four year athletic scholarship while completing her BA.