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
- 2026 - now Principal, Client Advisor @
- 2025 - 2026 Vice President, Wealth Manager @
- 2021 - 2024 Associate, Wealth Manager @
- 2019 - 2021 Portfolio Finance Analyst @
- 2018 - 2019 Investment Data Analyst @
- 2016 - 2018 Graduate Research Assistant @
- 2017 - 2017 Investment Associate Internship @
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
Paul Clark
Managing Director, Portfolio Manager
California, United States
Thomas Vandeventer
Managing Director
New York, NY, US
Ron Bates
Managing Director
Cincinnati, OH, US
Matthew Scher
Principal, Portfolio Manager
New York, NY, US
Brian Gallagher
Senior Client Manager
Baltimore, MD, US
Tom McCarthy`
Vice President, Finance
Baltimore, MD, US
Peggy Pasquarella
CFO and Director of HR
Ellicott City, MD, US
Julie Jackson
Managing Director
New York, NY, US
Shaya Berzon
Managing Director, Equity Research
Baltimore, MD, US
Andrew Rand
Managing Director
San Francisco, CA, US
Robert Huesman
Managing Director, Portfolio Manager
Cincinnati, OH, US
R. Pierce
Managing Director; Head of Fixed Income
Baltimore, MD, US
Reshma McGowan
Managing Director, Chief Compliance Officer
New York, NY, US
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