Philip Swisher
Chief Executive Officer at Trevian Wealth Management LLC
Philip Swisher active positions
Companies | Position | Start | End |
---|---|---|---|
Trevian Wealth Management LLC
Trevian Wealth Management LLC Investment ManagersFinance Trevian Wealth Management LLC (TWM) is an independent SEC-registered investment advisor headquartered in Weston, Massachusetts. The firm was founded by Philip A. Swisher in 2015. TWM offers investment advisory services to individuals and high net worth individuals (which also includes trusts). | Chief Executive Officer | 2015-01-31 | - |
Compliance Officer | 2015-01-31 | - | |
Founder | 2015-01-31 | - | |
York Investments Holdings, LLC
York Investments Holdings, LLC Investment ManagersFinance York Investment Holdings LLC (York Investments) is a venture capital firm founded in 2019 Kyle York, Joe Raczka, Adam Coughlin and Mike Veilleux. The firm is headquartered in Manchester, New Hampshire. | Consultant / Advisor | - | - |
Private Equity Investor | - | - |
Career history of Philip Swisher
Former positions of Philip Swisher
Companies | Position | Start | End |
---|---|---|---|
Brown Brothers Harriman & Co.
Brown Brothers Harriman & Co. Investment Banks/BrokersFinance Brown Brothers Harriman & Co. is a broker/dealer located in New York City. The firm provides a comprehensive range of equity execution services exclusively to institutional clients worldwide. Their clients include private banks, mutual funds, hedge funds, independent asset managers and investment advisors and other brokers. | Private Equity Investor | 2010-05-31 | 2015-01-31 |
Kraft Group LLC
Kraft Group LLC Wholesale DistributorsDistribution Services Kraft Group LLC engages in professional sports, manufacturing, and real estate development. It specializes in paper and packaging manufacturing; sports, entertainment, and event management; construction and real estate development; private equity and venture investing; and philanthropy. The company was founded by Robert K. Kraft in 1998 and is headquartered in Foxborough, MA. | Corporate Officer/Principal | 2006-06-30 | 2009-03-31 |
Goldman Sachs & Co. LLC
Goldman Sachs & Co. LLC Investment Banks/BrokersFinance Goldman Sachs & Co. LLC (GS&Co.) is a securities brokerage firm headquartered in New York City. Founded in 1927, the firm is a subsidiary of The Goldman Sachs Group, Inc. (NYSE: GS). GS&Co. provides services to help hedge funds manage risk, monitor portfolios, maintain liquidity and build their businesses. They offer clients access to global equity and derivatives markets, as well as foreign exchange, commodities, European Lefts, rates and credit across the Americas, Europe and Asia. The firm proactively monitors capital markets, searching for pockets of liquidity and news that may require changes to those strategies. Integration with the Goldman Sachs network gives clients access to the firm's sectored block trades and their insights into price discovery. Their electronic trading program provides clients with tools to manage their trades from pre-trade analytics to post-trade analysis. | Private Equity Analyst | 2001-06-30 | 2004-07-31 |
Training of Philip Swisher
Williams College | Undergraduate Degree |
Harvard Business School | Masters Business Admin |
Statistics
International
United States | 8 |
Operational
Private Equity Investor | 2 |
Chief Executive Officer | 1 |
Compliance Officer | 1 |
Sectoral
Finance | 5 |
Consumer Services | 3 |
Distribution Services | 2 |
Positions held
Active
Inactive
Listed companies
Private companies
Linked companies
Private companies | 5 |
---|---|
Goldman Sachs & Co. LLC
Goldman Sachs & Co. LLC Investment Banks/BrokersFinance Goldman Sachs & Co. LLC (GS&Co.) is a securities brokerage firm headquartered in New York City. Founded in 1927, the firm is a subsidiary of The Goldman Sachs Group, Inc. (NYSE: GS). GS&Co. provides services to help hedge funds manage risk, monitor portfolios, maintain liquidity and build their businesses. They offer clients access to global equity and derivatives markets, as well as foreign exchange, commodities, European Lefts, rates and credit across the Americas, Europe and Asia. The firm proactively monitors capital markets, searching for pockets of liquidity and news that may require changes to those strategies. Integration with the Goldman Sachs network gives clients access to the firm's sectored block trades and their insights into price discovery. Their electronic trading program provides clients with tools to manage their trades from pre-trade analytics to post-trade analysis. | Finance |
Brown Brothers Harriman & Co.
Brown Brothers Harriman & Co. Investment Banks/BrokersFinance Brown Brothers Harriman & Co. is a broker/dealer located in New York City. The firm provides a comprehensive range of equity execution services exclusively to institutional clients worldwide. Their clients include private banks, mutual funds, hedge funds, independent asset managers and investment advisors and other brokers. | Finance |
Kraft Group LLC
Kraft Group LLC Wholesale DistributorsDistribution Services Kraft Group LLC engages in professional sports, manufacturing, and real estate development. It specializes in paper and packaging manufacturing; sports, entertainment, and event management; construction and real estate development; private equity and venture investing; and philanthropy. The company was founded by Robert K. Kraft in 1998 and is headquartered in Foxborough, MA. | Distribution Services |
Trevian Wealth Management LLC
Trevian Wealth Management LLC Investment ManagersFinance Trevian Wealth Management LLC (TWM) is an independent SEC-registered investment advisor headquartered in Weston, Massachusetts. The firm was founded by Philip A. Swisher in 2015. TWM offers investment advisory services to individuals and high net worth individuals (which also includes trusts). | Finance |
York Investments Holdings, LLC
York Investments Holdings, LLC Investment ManagersFinance York Investment Holdings LLC (York Investments) is a venture capital firm founded in 2019 Kyle York, Joe Raczka, Adam Coughlin and Mike Veilleux. The firm is headquartered in Manchester, New Hampshire. | Finance |
- Stock Market
- Insiders
- Philip Swisher
- Experience