Schwartz & Co
At Schwartz & Co. we have a distinguished history of serving our clients and helping them attain their financial goals. Since 1976, we have served institutional and private wealth clients. We are registered to do business and have clients in all 50 states. Driven by long-term discipline, we provide the investment expertise and customized service of boutique practices, with the resources, intellectual capital, and infrastructure of larger firms. We serve large institutions, individuals, families, and business owners. We specialize in providing retirement plan consultative services and customized wealth management.
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Verified contacts
30
available on Kipplo
LinkedIn employees
46
11 to 50 range
Open roles
2
across 2 depts
Distinct roles
23
indexed titles
Tech stack
1
tools in use
Monthly traffic
503
organic / mo
Hiring · 2 open positions across 2 departments
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Decision-makers and verified team members
30 contacts with verified email or phone · masked until revealed.
- MW
Matt Whitty
Director of Institutional Services · General Business & Management
EmailPhone - NH
Nicole Hoag
Director of Client Services · Customer/Client Service
EmailPhone - PS
Peter Schwartz
Principal · Finance & Accounting
EmailPhone - DB
David Breuhan
Vice President · General Business & Management
EmailPhone - GS
Grace Salzeider
Relationship Manager · Sales & Business Development
EmailPhone - JM
Julie Martin
Relationship Manager · Sales & Business Development
EmailPhone - MC
Matthew Cleary
Relationship Manager · Sales & Business Development
EmailPhone - RH
Rob Higgins
Account Relationship Manager · Finance & Accounting
EmailPhone - GB
Gabe Beshara
Investment Advisor · Finance & Accounting
EmailPhone
Showing 9 of 30 verified contacts
Top roles at Schwartz & Co
23 distinct titles indexed · top 10 shown.
- 3relationship manager
- 2administrative assistant
- 2financial advisor
- 2registered representative
- 1&,
- 1account relationship manager
- 1billing representative
- 1cfo
- 1chairman of the board
- 1client services assistant
- +13more titles
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