Romain Ducasse is an Investment Adviser at Schwartz & Co., where he supports portfolio management, investment research, and client service for high-net-worth individuals and families. He specializes in discretionary advisory accounts, retirement plans, and complex portfolio transitions. He has his Series 7 and 66 licenses.
Prior to joining Schwartz & Co., Romain worked in wealth management at Morgan Stanley. Previously, he served as a Financial Consultant at Wells Fargo Advisors, focused on portfolio construction, fund due diligence, and retirement plan solutions. He began his career with Covéa Finance in Paris France.
Born in France, Romain spent part of his childhood living in Brazil before settling in the United States. He earned a B.A. in Economics with a minor in Business Administration from Wayne State University and is fluent in both French and English. Outside of work, Romain enjoys sailing at the Bay View Yacht Club, traveling to Europe to visit his friends and family, and has a passion for motorsports.