Joel Schwartz Email & Phone Number
Vice President, Wealth Management Advisor
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Joel Schwartz Location
- Saint Paul, MN, US
Joel Schwartz Work
- Vice President, Wealth Management Advisor @ U.S. Bancorp Advisors (February 2026 - Present)
- Vice President, Wealth Management Advisor @ U.S. Bancorp Investments, Inc. (November 2010 - February 2026)
- Senior Portfolio Manager @ U.S. Bank (U.S. Bancorp Investments, Inc.) (January 1994 - January 2010)
Joel Schwartz Education
- University of Wisconsin-Eau Claire
Joel Schwartz Skills
- Alternative Investments
- Banking
- Capital Management
- Fixed Income
- Wealth Management Services
- Portfolio Management
- Capital Markets
- Investments
- Advisory
- Finance
- Asset Allocation
- Investment Advisory
- Commercial Banking
- Wealth Management
- Equities
- Mutual Funds
- High Net Worth Individuals
- Investment Strategies
- Asset Management
- Credit
- Private Banking
- Loans
- Series 7
- Securities
- Investment Management
- Structured Products
Joel Schwartz Summary
- Joel Schwartz, based in Saint Paul, MN, US, is currently a Vice President, Wealth Management Advisor at U.S. Bancorp Advisors. Joel Schwartz brings experience from previous roles at U.S. Bancorp Investments, Inc. and U.S. Bank (U.S. Bancorp Investments, Inc.). Joel Schwartz holds a University of Wisconsin-Eau Claire. With a robust skill set that includes Alternative Investments, Banking, Capital Management, Fixed Income, Wealth Management Services and more. Joel Schwartz has 2 emails and 2 mobile phone numbers on RocketReach.
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