Philip Kessler
Managing Partner @SWS Partners, LLC
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WORK HISTORY
Managing Partner @SWS Partners, LLC
Phil is a founder and Managing Partner of SWS Partners, LLC, an independent wealth management and investment advisory firm headquartered in Columbus, Ohio. Phil focuses his efforts on serving the ultra-affluent through effective estate and investment planning and by curating private equity investments, business acquisitions, and investments in alternative assets. As a veteran attorney and financial advisor, Phil has spent nearly twenty years working for, representing and/or advising affluent and ultra-affluent individuals and their families on some of their most sensitive questions and concerns. This has allowed him to develop the expertise and experience to deliver multidisciplinary solutions focusing on the unique financial and estate planning needs of these clients. His job as a trusted advisor is to help answer even the most complex questions and provide actionable solutions. Throughout his career Phil has been actively involved in the review and analysis of private equity investments, has served as an advisor to early stage technology companies and is currently an advisor for IKOVE Venture Partners and the Rev1 Ventures Advisor Network.
EDUCATION
University of Dayton School of Law
JD
The University of Toledo
BA, Biology
SKILLS
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