Andrew W. Schwarz
Analyst-Equity presso Summit Wealth Group LLC
Profilo
Mr. Andrew W.
Schwarz, CFA, is a Portfolio Manager at Summit Wealth Group LLC.
He is responsible for the creation of our investment models and research pertaining to investments.
He helps to develop financial plans, reports, analyzes client portfolios, develops asset allocation recommendations, and assists in the preparation of client meetings.
He graduated from Hartwick College, where he earned a double major in Business Administration and Economics, with a minor in Finance.
Posizioni attive di Andrew W. Schwarz
| Società | Posizione | Inizio |
|---|---|---|
Summit Wealth Group LLC
 Summit Wealth Group LLC Investment ManagersFinance Summit Wealth Group LLC (SWG) is an independent, SEC-registered investment advisor and wealth management firm headquartered in White River Junction, Vermont. Founded in 2014, SWG provides personalized life planning and wealth management services to individuals, families, trusts, charitable organizations, and foundations, pensions, and corporations. | Analyst-Equity | 01/01/2016 |
Precedenti posizioni note di Andrew W. Schwarz
| Società | Posizione | Fine |
|---|---|---|
Cambridge Investment Research Advisors, Inc.
 Cambridge Investment Research Advisors, Inc. Investment ManagersFinance Cambridge Investment Research Advisors, Inc. (CIRA) is a SEC-registered investment advisor headquartered in Fairfield, Iowa. The firm was founded by Eric Schwartz in 1981 and is owned and controlled by Cambridge Investment Group, Inc., which in turn is majority owned by the Schwartz Family Trust. CIRA provides investment advisory services to individuals, high net-worth individuals, banking/thrift institutions, state or municipal government entities, pension and profit-sharing plans, trusts, estates, charitable organizations and corporations or business entities. | Corporate Officer/Principal | 01/01/2016 |
Cambridge Investment Research, Inc.
 Cambridge Investment Research, Inc. Investment Banks/BrokersFinance Founded in 1995 by Eric Schwartz, Cambridge Investment Research, Inc. is an independent broker/dealer located in Fairfield, Iowa. The firm is a subsidiary of Cambridge Investment Group, Inc. They specialize in fee-based advisory solutions. Cambridge Research offers a full array of trading and execution services for their clients. They do not provide any internal research. Cambridge research is registered in 50 states and clears through National Financial Services LLC and Pershing LLC | Corporate Officer/Principal | 01/03/2015 |
Summit Wealth Group LLC
Summit Wealth Group LLC Investment ManagersFinance Summit Wealth Group LLC (SWG) is an independent, SEC-registered investment advisor and wealth management firm headquartered in White River Junction, Vermont. Founded in 2014, SWG provides personalized life planning and wealth management services to individuals, families, trusts, charitable organizations, and foundations, pensions, and corporations. | Corporate Officer/Principal | 01/05/2014 |
Formazione di Andrew W. Schwarz
| Hartwick College | Graduate Degree |
Esperienze
Posizioni ricoperte
Attive
Inattive
Società quotate in Borsa
Aziende private
Società collegate
| Aziende private | 3 |
|---|---|
Cambridge Investment Research, Inc.
Cambridge Investment Research, Inc. Investment Banks/BrokersFinance Founded in 1995 by Eric Schwartz, Cambridge Investment Research, Inc. is an independent broker/dealer located in Fairfield, Iowa. The firm is a subsidiary of Cambridge Investment Group, Inc. They specialize in fee-based advisory solutions. Cambridge Research offers a full array of trading and execution services for their clients. They do not provide any internal research. Cambridge research is registered in 50 states and clears through National Financial Services LLC and Pershing LLC | Finance |
Cambridge Investment Research Advisors, Inc.
Cambridge Investment Research Advisors, Inc. Investment ManagersFinance Cambridge Investment Research Advisors, Inc. (CIRA) is a SEC-registered investment advisor headquartered in Fairfield, Iowa. The firm was founded by Eric Schwartz in 1981 and is owned and controlled by Cambridge Investment Group, Inc., which in turn is majority owned by the Schwartz Family Trust. CIRA provides investment advisory services to individuals, high net-worth individuals, banking/thrift institutions, state or municipal government entities, pension and profit-sharing plans, trusts, estates, charitable organizations and corporations or business entities. | Finance |
Summit Wealth Group LLC
Summit Wealth Group LLC Investment ManagersFinance Summit Wealth Group LLC (SWG) is an independent, SEC-registered investment advisor and wealth management firm headquartered in White River Junction, Vermont. Founded in 2014, SWG provides personalized life planning and wealth management services to individuals, families, trusts, charitable organizations, and foundations, pensions, and corporations. | Finance |
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