Tuohy Promoted to CEO of SWBC Investment Services, LLC

Press Releases January 9, 2019
Tuohy Promoted to CEO of SWBC Investment Services, LLC

SAN ANTONIO, TX (January 9, 2019) – SWBC is pleased to announce the promotion of John Tuohy to Chief Executive Officer of SWBC Investment Services, LLC, a Broker/Dealer and SWBC Investment Company, an SEC Registered Investment Advisor (RIA). In this role, Tuohy is responsible for identifying, developing, and executing the division’s strategic plan and all business development, sales, and marketing activities.

“We are very fortunate to have John on our team,” said Charlie Amato, SWBC Chairman and Co-founder. “His knowledge, expertise, and experience will help further strengthen our company and take the division to the next level.”

Tuohy joined SWBC in 2015 as one of the Managing Directors of Investment Services Capital Markets, helping establish the company’s first-ever fixed income trading desk. He has 18 years of experience in business development, sales, and investment/wealth management – 15 of those with Advisors Asset Management, ending his time with the company as Senior Vice President, leading a national sales team of more than 100 representatives.

“John plays a critical role in crafting and executing a strategy that will help expand SWBC’s footprint in the industry,” said Gary Dudley, SWBC President and Co-founder. “We are pleased with his work as a managing director for the past three years and look forward to the significant impact he will make as CEO of the division.”

Tuohy is a graduate of Providence College with a Bachelor of Science in Business Management. He holds the Series 7, 63, 66, and 24 licenses. He has achieved the Million Dollar Producer designation 10 times.

About SWBC

Headquartered in San Antonio, SWBC is a diversified financial services company providing a wide range of insurance, mortgage, and investment services to financial institutions, businesses, and individuals. With offices across the country, SWBC is committed to providing quality products, outstanding service, and customized solutions in all 50 states. For more information, visit SWBC’s website at Securities offered through SWBC Wealth Management a registered broker/dealer. Member SIPC & FINRA. Advisory services offered through SWBC Investment Company, a Registered Investment Advisor.


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Lisa Pinto

Vice PresidentPublic Relations & Corporate Communications

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