With over 35 years of experience in the financial advising industry, Ms. Schwartz works directly with the clients of E. S. Schwartz and Company, Inc. to design financial programs that help them reach their goals. Ms. Schwartz is a graduate of Syracuse University and attended an adjunct program for one year at the London Polytechnic Institute. She went on to earn advanced degrees from The American College as a Chartered Financial Consultant and Chartered Life Underwriter. She also holds certifications as a Life Insurance Advisor and Registered Investment Advisor Representative.
Mr. Schwartz has over two decades of experience in the investment field and holds certification as a Registered Investment Advisor Representative. He oversees the portfolio management activities of the firm, as well as the technical and client operations. He manages the real estate investment team and is a member of the investment committee. Mr. Schwartz is a graduate of Syracuse University and a non-degree program at Massachusetts Institute of Technology.
Mr. Lawrance joined E. S. Schwartz and Company, Inc. in 2009. He conducts securities research for the firm using technical and fundamental data to guide investment decisions. Mr. Lawrance is a graduate of Saint Anselm College and brings with him his experience at a major Wall Street brokerage firm.