AeroLeads people directory · profile
Eric R. Schwartz Email & Phone Number
Partner
at
Transcend Capital Advisors
1 work email found
@transcendwealthcollective.com
8 phones found area 917, 973, 908, 212, and 914
LinkedIn matched
✓ Verified July 2026
4 data sources
Profile completeness 100%
Who is Eric R. Schwartz? Overview
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Quick answer
Eric R. Schwartz is listed as Partner at Transcend Capital Advisors, based in Naples, Florida, United States. AeroLeads shows a work email signal at transcendwealthcollective.com, phone signal with area code 917, 973, 908, 212, 914, and a matched LinkedIn profile for Eric R. Schwartz.
Eric R. Schwartz previously worked as Founding Member at Transcend Capital Advisors and Private Wealth Advisor, Senior Portfolio Manager, Senior Vice President - Wealth Management at Ubs. Eric R. Schwartz holds Business Management, Business Administration And Management, General from State University Of New York At Plattsburgh.
Company email context
Email format at Transcend Capital Advisors
This section adds company-level context without repeating Eric R. Schwartz's masked contact details.
{first_initial}{last}@transcendwealthcollective.com
86% confidence
AeroLeads found 1 current-domain work email signal for Eric R. Schwartz. Compare company email patterns before reaching out.
Profile bio
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.
Listed skills include Alternative Investments, Portfolio Management, Series 63, Strategic Financial, and 9 others.
Current workplace
Eric R. Schwartz's current company
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5 roles
Eric R. Schwartz work experience
A career timeline built from the work history available for this profile.
Partner
Current
Jan 2019 - Present
Founding Member
Current
Jan 2019 - Present
Private Wealth Advisor, Senior Portfolio Manager, Senior Vice President - Wealth Management
Feb 2009 - Jan 2019
Senior Portfolio Manager, Senior Vice President - Investments
May 1993 - Feb 2009
2 education records
Eric R. Schwartz education
Business Management, Business Administration And Management, General
State University Of New York At Plattsburgh
Certified Invesment Management Consultant (Cima®)
The Wharton School
FAQ
Frequently asked questions about Eric R. Schwartz
Quick answers generated from the profile data available on this page.
What company does Eric R. Schwartz work for?
Eric R. Schwartz works for Transcend Capital Advisors.
What is Eric R. Schwartz's role at Transcend Capital Advisors?
Eric R. Schwartz is listed as Partner at Transcend Capital Advisors.
What is Eric R. Schwartz's email address?
AeroLeads has found 1 work email signal at @transcendwealthcollective.com for Eric R. Schwartz at Transcend Capital Advisors.
What is Eric R. Schwartz's phone number?
AeroLeads has found 8 phone signal(s) with area code 917, 973, 908, 212, 914 for Eric R. Schwartz at Transcend Capital Advisors.
Where is Eric R. Schwartz based?
Eric R. Schwartz is based in Naples, Florida, United States while working with Transcend Capital Advisors.
What companies has Eric R. Schwartz worked for?
Eric R. Schwartz has worked for Transcend Capital Advisors, Ubs, and Morgan Stanley.
How can I contact Eric R. Schwartz?
You can use AeroLeads to view verified contact signals for Eric R. Schwartz at Transcend Capital Advisors, including work email, phone, and LinkedIn data when available.
What schools did Eric R. Schwartz attend?
Eric R. Schwartz holds Business Management, Business Administration And Management, General from State University Of New York At Plattsburgh.
What skills is Eric R. Schwartz known for?
Eric R. Schwartz is listed with skills including Alternative Investments, Portfolio Management, Series 63, Strategic Financial, Asset Management, Finance, Wealth, and Asset Allocation.
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