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Phil Swisher

Founder & CEO, Trevian Wealth Management

Phil Swisher is a prominent figure leading a wealth management firm that prioritizes entrepreneurs and investors, offering a comprehensive personal CFO service tailored to optimize all aspects of personal finances.

He serves as a Techstars mentor, innovation advisor to the CEO of the Perkins School for the Blind, and imparts knowledge as an instructor of executive education classes on innovation and strategy at Harvard.

With a diverse professional background, Phil's experience includes founding and heading the innovation team at Brown Brothers Harriman, leading a startup that acquired a commercial bank, managing a venture in the recycling and waste management sector, and serving as an investment banker and investor at Goldman Sachs with a specialization in financial institutions.

His academic journey features an MBA in General Management from Harvard Business School, a BA in Economics from Williams College, and education at New Trier High School District.

Noteworthy affiliations in Phil's career include being the Founder & CEO of Trevian Wealth Management, a former Harvard University Executive Education Class Instructor, the former Global Head of Innovation & Senior Vice President at Brown Brothers Harriman, the fifth member of the team at FHB Formation LLC, a startup leader, a General Manager at The Kraft Group's Total Waste Initiative, and an Investment Banking Analyst at Goldman Sachs.

Phil Swisher
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Location

Greater Boston