Philip Kessler

Philip Kessler

Formal First Name

Philip Kessler is a Co-founder and Managing Partner of SWS Partners, an RIA that emphasizes the application of advanced technology in delivering contemporary asset management and financial planning solutions to clients. At SWS, Philip made technology one of the primary tenets of the firm, with primary focus on succession planning and private investments for the ultra-wealthy, family offices, endowments and foundations. He focuses on serving the ultra-affluent through effective estate and investment planning by curating private equity investments, business acquisitions, and investments in alternative assets. A 20-year veteran of the investment management industry, Philip has developed the expertise and experience to deliver multidisciplinary solutions focusing on the unique financial and estate planning needs of each client. Throughout his career, Philip has been actively involved in the review and analysis of private equity investments, and has served as an advisor to early stage technology companies.

Professional Experience

Academic History

  • Philip is a reformed, veteran attorney that utilized his background to build a multidisciplinary career in financial services.

  • He is skilled in working for, representing, and advising affluent and ultra-affluent clients on some of their most sensitive questions and concerns.

  • A trusted advisor, he helps answer even the most complex questions and provide actionable solutions.

  • He believes that emphasizing the application of technology illuminates one of the remaining components of value in the industry - the advice.

  • He is currently an advisor for Rev1 Ventures Advisor Network and IKOVE Venture Partners, a VC company founded to pursue early stage investments with emphasis on technology.

  • Prior to SWS, he was a Wealth Management Advisor at Merrill Lynch, and a Vice President and Financial Advisor for Bernstein Global.

  • He was also an Attorney for Vorys Sater Seymour Pease, and Porter Wright Morris & Arthur.

  • He earned a J.D. from the University of Dayton School of Law and a B.A. in Biology from The University of Toledo.

Philip Kessler's Affiliations

  • Attorneys for Family-Held Enterprises

  • Rev 1 Ventures