Daniel Schwarz Email & Phone Number
Principal, Client Advisor @ 1919 Investment Counsel, LLC
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Daniel Schwarz Location
- Wayne, PA, US
Daniel Schwarz Work
- Principal, Client Advisor @ (January 2026 - Present)
- Vice President, Wealth Manager @ (January 2025 - January 2026)
- Associate, Wealth Manager @ (December 2021 - December 2024)
- Portfolio Finance Analyst @ (October 2019 - December 2021)
- Investment Data Analyst @ (August 2018 - September 2019)
- Graduate Research Assistant @ (August 2016 - May 2018)
- Investment Associate Internship @ (June 2017 - August 2017)
Daniel Schwarz Education
- Villanova University
Master of Business Administration (M.B.A.) (Finance, General)
2016-2018 - University of Pennsylvania
Bachelor’s Degree (Political Science)
2011-2015 - Malvern Preparatory School 2005-2011
Daniel Schwarz Skills
- Data Analysis
- Research
- Microsoft Excel
- Social Media
- Marketing
- Microsoft Word
- Photoshop
- Bloomberg
- Tableau
- Public Speaking
- Leadership
- FactSet
- Internal Controls
- Excel Dashboards
- Teamwork
- Financial Analysis
- Financial Reporting
- SQL
- Digital Marketing
- Project Management
- Sports
- Market Research
- Market Research Project Management
- Writing
- Analytical Skills
- Google Analytics
- Web Analytics
- Equities
- Business Administration
- Organization Skills
- Podcasting
- PowerPoint
- Microsoft Office
Daniel Schwarz Summary
- Daniel Schwarz, based in Wayne, PA, US, is currently a Principal, Client Advisor at 1919 Investment Counsel. Daniel Schwarz brings experience from previous roles at BNY Wealth, FS Investments and JPMorgan Chase & Co.. Daniel Schwarz holds a 2016 - 2018 Master of Business Administration (M.B.A.) in Finance, General @ Villanova University. With a robust skill set that includes Data Analysis, Research, Microsoft Excel, Social Media, Marketing and more. Daniel Schwarz has 2 emails and 1 mobile phone numbers on RocketReach.
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Top 1919 Investment Counsel, LLC Employees
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Birmingham, AL, US
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New York, NY, US
Meredith Mowen
Managing Director and Portfolio Manager
Washington, DC, US
Peggy Pasquarella
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Harry O'Mealia
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Robert Huesman
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Cincinnati, OH, US
Leah Foxx
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Cincinnati, OH, US
John Helfst
Managing Director
New York, NY, US
Lauren Webb
Managing Director, Portfolio Manager
Baltimore, MD, US
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