Dan Schwartz

Dan Schwartz

Formal First Name
Daniel (Dan)

With over 30 years of experience in the financial services industry, Daniel Schwartz has helped many clients navigate through several market cycles while also being recognized by industry publications. He is a Managing Director, Senior Portfolio Manager, Private Wealth Advisor, and Family Office Consultant of The Alfa Group at UBS. Prior to joining UBS, he previously held positions at Morgan Stanley and Kidder Peabody, where he started his financial career. An industry-recognized professional, he provides portfolio management and financial planning strategies in-line with his clients' financial needs, with understanding of financial markets and risk management.

Professional Experience

Academic History

Certifications and Recognitions