Eric R. Schwartz

Eric R. Schwartz Email and Phone Number

Partner @ Transcend Capital Advisors
Naples, FL, US
Eric R. Schwartz's Location
Naples, Florida, United States, United States
Eric R. Schwartz's Contact Details
About Eric R. Schwartz

For more than 30 years, I have been providing comprehensive wealth advisory to entrepreneurs, private and public technology industry executives, and professional athletes. Prior to co-founding Transcend, I was a Senior Vice President at UBS Private Wealth Management and Smith Barney (now Morgan Stanley). I have been recognized by Barron’s, The Financial Times, and Forbes in its annual lists of top advisors. I hold a B.S. from Plattsburgh State University of New York and a Certified Investment Management Analyst designation from the Wharton School of Business.

Eric R. Schwartz's Current Company Details
Transcend Capital Advisors

Transcend Capital Advisors

View
Partner
Naples, FL, US
Eric R. Schwartz Work Experience Details
  • Transcend Capital Advisors
    Partner
    Transcend Capital Advisors
    Naples, Fl, Us
    View
  • Transcend Capital Advisors
    Partner
    Transcend Capital Advisors Jan 2019 - Present
    Madison, New Jersey, Us
    View
  • Transcend Capital Advisors
    Founding Member
    Transcend Capital Advisors Jan 2019 - Present
    Madison, New Jersey, Us
    View
  • Ubs
    Private Wealth Advisor, Senior Portfolio Manager, Senior Vice President - Wealth Management
    Ubs Feb 2009 - Jan 2019
    Zurich, Ch
    View
  • Morgan Stanley
    Senior Portfolio Manager, Senior Vice President - Investments
    Morgan Stanley May 1993 - Feb 2009
    New York, Ny, Us
    View

Eric R. Schwartz Skills

Alternative Investments Portfolio Management Series 63 Strategic Financial Asset Management Finance Wealth Asset Allocation Financial Services Retirement Planning Wealth Management Series 7 Asset Managment

Eric R. Schwartz Education Details

  • State University Of New York At Plattsburgh
    State University Of New York At Plattsburgh
    General
  • The Wharton School
    The Wharton School
    Certified Invesment Management Consultant (Cima®)

Frequently Asked Questions about Eric R. Schwartz

What company does Eric R. Schwartz work for?

Eric R. Schwartz works for Transcend Capital Advisors

What is Eric R. Schwartz's role at the current company?

Eric R. Schwartz's current role is Partner.

What is Eric R. Schwartz's email address?

Eric R. Schwartz's email address is er****@****ubs.com

What is Eric R. Schwartz's direct phone number?

Eric R. Schwartz's direct phone number is +191736*****

What schools did Eric R. Schwartz attend?

Eric R. Schwartz attended State University Of New York At Plattsburgh, The Wharton School.

What are some of Eric R. Schwartz's interests?

Eric R. Schwartz has interest in Family, Football, Soccer, Baseball, Golf, Hockey.

What skills is Eric R. Schwartz known for?

Eric R. Schwartz has skills like Alternative Investments, Portfolio Management, Series 63, Strategic Financial, Asset Management, Finance, Wealth, Asset Allocation, Financial Services, Retirement Planning, Wealth Management, Series 7.

Free Chrome Extension

Find emails, phones & company data instantly

Find verified emails from LinkedIn profiles
Get direct phone numbers & mobile contacts
Access company data & employee information
Works directly on LinkedIn - no copy/paste needed
Get Chrome Extension - Free

Aero Online

Your AI prospecting assistant

Download 750 million emails and 100 million phone numbers

Access emails and phone numbers of over 750 million business users. Instantly download verified profiles using 20+ filters, including location, job title, company, function, and industry.