SWS Partners, LLC

Kevin Kale is a financial advisor at SWS Partners, LLC with 18 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including Manning & Napier Advisors, Ancora Family Wealth Advisors, and Inverness Securities. Outside of finance, Kale is involved in independent film production as a silent investor and producer in several ventures. SWS Partners provides personalized financial planning, investment management, and consulting services to individuals, high-net-worth clients, multi-family offices, pension and profit-sharing plans, trusts, charitable organizations, and small businesses. The firm combines passive asset-class exposures with fundamental, research-driven security selection and offers a range of strategies including discretionary portfolio management, institutional OCIO services, and an exclusive wrap-fee Wealth Management program.

Michael Parker is a CFA® charterholder with three years of industry experience, currently serving as a financial advisor at SWS Partners, LLC since 2017. Prior to joining SWS Partners, he worked at OPERS for nine years. He is a director on the board of The 1976 Club, which oversees the Orchard Lake St. Mary’s School Rowing Program. SWS Partners provides personalized financial planning, investment management, and consulting services to individuals, high-net-worth clients, multi-family offices, pension and profit-sharing plans, trusts, charitable organizations, and small businesses. The firm employs a combination of passive asset-class exposures and fundamental, research-driven security selection, offering services such as discretionary portfolio management, separately managed accounts, and institutional OCIO support.

James Parker is a financial advisor at SWS Partners, LLC with 24 years of industry experience. He holds the Series 66 designation and has worked at American Express Financial Advisors since 2001. Parker is also the owner of Parker Asset Strategies Group, a financial services business based in Columbus, Ohio. SWS Partners provides personalized financial planning, investment management, and consulting services to a diverse client base including individuals, high-net-worth clients, multi-family offices, and institutional investors. The firm employs a combination of passive asset-class exposures and fundamental, research-driven security selection and offers a range of services such as discretionary portfolio management, wrap-fee programs, and institutional OCIO support.

Kurt Grove is a CFA® charterholder with three years of industry experience. He has been with SWS Partners, LLC since 2020 and previously worked for the Ohio Public Employee Retirement System from 2015 to 2020. SWS Partners provides personalized financial planning, investment management, and consulting services to individuals, high-net-worth clients, multi-family offices, pension and profit-sharing plans, trusts, charitable organizations, and small businesses. The firm’s investment approach combines passive asset-class exposures with fundamental, research-driven security selection and offers a range of strategies including proprietary growth and dividend equity funds, institutional OCIO services, and multi-family office support.

Philip Kessler is a financial advisor at SWS Partners, LLC in Columbus, OH, holding a Series 66 designation with 17 years of industry experience. He has been with SWS Partners since 2015. SWS Partners offers personalized financial planning, investment management, and consulting services to individuals, high-net-worth clients, multi-family offices, institutional plans, trusts, charitable organizations, and small businesses. The firm combines passive asset-class exposures with fundamental, research-driven security selection and provides a range of investment strategies including proprietary equity approaches, wrap-fee wealth management, and institutional OCIO services.