Michael Scott Schwartz
Chief Executive Officer at Magnus Financial Group LLC
Profile
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.
Michael Scott Schwartz active positions
| Companies | Position | Start |
|---|---|---|
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. | Chief Executive Officer | 2016-12-31 |
Training of Michael Scott Schwartz
| Fairfield University | Undergraduate Degree |
Experiences
Positions held
Active
Inactive
Listed companies
Private companies
Connections
1st degree connections
1st degree companies
Male
Female
Members of the board
Executives
Linked companies
| Private companies | 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 |
- Stock Market
- Insiders
- Michael Scott Schwartz
