Michael Scott Schwartz
Directeur Général chez Magnus Financial Group LLC
Profil
Mr. Michael S.
Schwartz is a Chief Executive Officer & President at Magnus Financial Group LLC.
He began his career in finance over 20 years ago and during that time his unique skill set has been recognized nationally as a premier wealth management advisor in the financial services industry.
Prior to founding Magnus, Mr. Schwartz was a Partner and wealth management Advisor with Pioneer Financial at Northwestern Mutual’s Park Avenue Office.
Mr. Schwartz earned his Bachelor of Science in Economics along with a minor in English while attending Fairfield University.
Postes actifs de Michael Scott Schwartz
| Sociétés | Poste | Début |
|---|---|---|
Magnus Financial Group LLC
 Magnus Financial Group LLC Investment ManagersFinance Magnus Financial Group LLC (Magnus) is a SEC-registered investment advisor and wealth management firm headquartered in New York City. The firm was founded by Michael Schwartz in 2017 and is wholly-owned by Magnus Financial Holdings LLC, which in turn is majority owned by Magnus Financial LLC. Magnus provides personalized financial counseling and discretionary and non-discretionary investment advisory services to individuals and entities, which include but not limited to, family offices, trusts, estates, businesses and qualified retirement plan sponsors. | Directeur Général | 01/01/2017 |
Formation de Michael Scott Schwartz
| Fairfield University | Undergraduate Degree |
Expériences
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Sociétés cotées
Entreprise privées
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Entreprises liées au 1er degré
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Sociétés liées
| Entreprise privées | 1 |
|---|---|
Magnus Financial Group LLC
Magnus Financial Group LLC Investment ManagersFinance Magnus Financial Group LLC (Magnus) is a SEC-registered investment advisor and wealth management firm headquartered in New York City. The firm was founded by Michael Schwartz in 2017 and is wholly-owned by Magnus Financial Holdings LLC, which in turn is majority owned by Magnus Financial LLC. Magnus provides personalized financial counseling and discretionary and non-discretionary investment advisory services to individuals and entities, which include but not limited to, family offices, trusts, estates, businesses and qualified retirement plan sponsors. | Finance |
