Broker Check
Walter G. Schwartz

Walter G. Schwartz


Walter G. Schwartz is a Principal of Schwartz & Co., Inc. He has been in the investment advisory business since 1987. Mr. Schwartz is licensed as both a Registered Representative, General Securities Principal, and Investment Adviser.

He began his investment career at Carr Securities in New York City. He then joined Rodman & Renshaw, a securities firm in New York City. In 1989, he joined Schwartz & Co. as a registered representative. Mr. Schwartz spends the majority of his time on personal investment planning for individuals and families.

Mr. Schwartz is also President of Schwartz Financial Group, a real estate holding company. He serves on the board of directors for numerous charities and non-profit organizations. Mr. Schwartz served on the National Finance Committee for Romney for President. He was a founder and board member of the Bank of Birmingham. Currently, he is on the Brother Rice High School board of directors, the Community House board of directors, and a member of the Marian High School investment committee .

Mr. Schwartz earned his Bachelor of Business Administration degree at Fairfield University in Fairfield, Connecticut. He also graduated from Brother Rice High School.

In his spare time, Mr. Schwartz is an avid golfer. He resides in Bloomfield Hills with his wife, Chris, and their two daughters.