Meet the deeply experienced professionals dedicated to your success.

Eric Schwartz

For more than 25 years, Eric has been providing comprehensive wealth advisory to entrepreneurs, corporate executives, and professional athletes. Prior to founding Transcend, Eric was a Senior Vice President at UBS Private Wealth Management and Smith Barney (now Morgan Stanley). Eric has been recognized by Barron’s, The Financial Times, and Forbes in its annual lists of top advisors. Eric holds a B.S. from Plattsburgh State University of New York and a Certified Investment Management Analyst designation from the Wharton School of Business.

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