Wharton Business Radio

Behind the Markets: October 5, 2018

Hosts Jeremy Siegel and Jeremy Schwartz are joined by Andrew Miller (Chief Investment Officer, Miller Financial Management), Preston McSwain (Managing Partner & Chief Investment Officer, Fiduciary Wealth Partners), and Jack Vogel (CIO, CFO, Alpha Architect) on the Friday, October 5, 2018 edition of Behind the Markets.

Air Date: Friday, October 5, 2018 on SiriusXM 132

Andrew Miller

Air Time: 12:00 am
Featuring: Andrew Miller

Jack Vogel

Air Time: 1:00 pm
Featuring: Jack Vogel

Preston McSwain

Air Time: 12:00 am
Featuring: Preston McSwain

Featured Guests

Andrew Miller

Chief Investment Officer, Miller Financial Management

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Andrew Miller, CFA, CFP: Andrew is Chief Investment Officer at Miller Financial
Management, LLC where he is primarily responsible for investment and financial
planning research, asset allocation, and integrating client’s financial plans with
their investment portfolio. Andrew is a Chartered Financial Analysis and is a
Certified Financial Planner® practitioner. Andrew graduated from the Indiana
University Kelley School of Business in 2004 with a Bachelors degree in Business
Administration with a concentration in Finance. Andrew’s research interest is in
using academic investment research to create investment portfolios that improve
the withdrawal rates and financial outcomes for clients.
Full Profile

Preston McSwain

Managing Partner & Chief Investment Officer, Fiduciary Wealth Partners

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Preston is a frequent speaker on wealth management, investment and fiduciary
topics and is a regular writer and contributor to financial publications such
as 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, he helped lead
the growth of the firm’s investment consulting and trust businesses. As
recognition of his achievements, Preston received the Chairman’s Award, which
was given to the top 50 performing people in 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 also 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 past 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. During the Summer they can often be found on Martha's Vineyard,
enjoying the island and focusing on ocean conservation through activities that can
be found on their website, Clean Up Oceans.  More of Preston’s thoughts can also
be found on his personal blog, Provoking Posts.
Full Profile

Jack Vogel

CIO, CFO, Alpha Architect

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Jack Vogel conducts research in empirical asset pricing and behavioral finance. Dr. Vogel is a co-author of DIY FINANCIAL ADVISOR: A Simple Solution to Build and Protect Your Wealth and QUANTITATIVE MOMENTUM: A Practitioner’s Guide to Building a Momentum-Based Stock Selection System. He has a Ph.D. in Finance and an MS in Mathematics from Drexel University. Dr. Vogel graduated summa cum laude with a BS in Mathematics and Education from The University of Scranton.

Twitter – @jvogs02
Full Profile

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