Michael Schwartz Email & Phone Number
CEO | Wealth Management Advisor @ Magnus Financial Group LLC
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Michael Schwartz Location
- New York, NY, US
Michael Schwartz Work
- CEO | Wealth Management Advisor @ (September 2017 - Present)
- Partner | Wealth Management Advisor @ (January 1999 - September 2017)
Michael Schwartz Education
- The American College of Financial Services
CERTIFIED FINANCIAL PLANNER™ Certification Program
2001-2005 - Fairfield University
Bachelors of Science (Economics)
1994-1998
Michael Schwartz Summary
- Michael Schwartz, based in New York, NY, US, is currently a CEO | Wealth Management Advisor at Magnus Financial Group LLC. Michael Schwartz brings experience from previous roles at Pioneer Financial - Northwestern Mutual Wealth Management Company. Michael Schwartz holds a 2001 - 2005 CERTIFIED FINANCIAL PLANNER™ Certification Program @ The American College of Financial Services. Michael Schwartz has 1 emails and 2 mobile phone numbers on RocketReach.
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Top Magnus Financial Group LLC Employees
Louis Sorsaia
Chief Operating Officer
New York, NY, US
David Harrison
General Counsel and Chief Compliance Officer
New York, NY, US
David Taylor
Director of Insurance Services
New York, NY, US
Ronald Deutsch
Senior Managing Director
New York, NY, US
Shannel Leow
Director of Investment Operations
New York, NY, US
Leslie Hwang
VP, Client Relationship Manager
New York, NY, US
William Bowden
SVP, Director
New York, NY, US
Rhonda Pohl
Director of Client Relations
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Brett Deutsch
Investment Operations
New York, NY, US
Michael Margiasso
Senior Investment Operations Associate
Harrison, NY, US
Michael Schwartz
CEO | Wealth Management Advisor
New York, NY, US
Jonathan Rodriguez
VP, Client Relationship Manager
New York, NY, US
Jake Blum
Wealth Management Advisor
New York, NY, US
Ani Iyengar
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Michael Fleming
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Darien, CT, US
Drew Collins
Senior Managing Director
New York, NY, US
Scott Kephart
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Morristown, NJ, US
Sharon Hayut
Senior Managing Director
New York, NY, US
Jackie Torres
Senior Investment Operations Associate
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