Michael I Schwartz

Financial Advisor, Senior Vice President, Wealth Management, Family Wealth Advisor at Morgan Stanley

Greater Boston

Summary

Michael I Schwartz is a Senior Vice President Wealth Management at Morgan Stanley, specializing in assisting high net worth families with tailored financial plans and Life Plans.
With a Bachelor of Science degree in Entrepreneurship from Syracuse University, Michael Schwartz started his career in financial marketing at Lazard Freres & Co. in 2000 before joining The Schwartz Group at Morgan Stanley.
As a Designated Family Wealth Adviser, Michael excels in investment research, security and manager selection, asset allocation, and portfolio construction to create individual tactical portfolios for his clients.
Residing in Needham, Massachusetts, Michael enjoys cycling, quality time with his family, and community involvement.
He continues to serve as the principal wealth advisor at The Schwartz Group following his father Harold Schwartz's retirement from the financial services industry in 2020.

Tags

entrepreneurship community involvement financial planning wealth management syracuse university senior vice president cycling investment research high net worth portfolio construction

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This public profile is provided courtesy of Clay. All information found here is in the public domain.

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