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Andrew W. Schwarz
Analyst-Equity at Summit Wealth Group LLC
Andrew W. Schwarz active positions
Companies | Position | Start | End |
---|---|---|---|
Summit Wealth Group LLC
![]() Summit Wealth Group LLC Investment ManagersFinance Summit Wealth Group LLC (SWG) is an independent, SEC-registered investment advisor and wealth management firm headquartered in White River Junction, Vermont. Founded in 2014, SWG provides personalized life planning and wealth management services to individuals, families, trusts, charitable organizations, and foundations, pensions, and corporations. | Analyst-Equity | 2015-12-31 | - |
Portfolio Manager-Equities | 2015-12-31 | - | |
Investment Committee Member | 2015-12-31 | - |
Career history of Andrew W. Schwarz
Former positions of Andrew W. Schwarz
Companies | Position | Start | End |
---|---|---|---|
Cambridge Investment Research Advisors, Inc.
![]() Cambridge Investment Research Advisors, Inc. Investment ManagersFinance Cambridge Investment Research Advisors, Inc. (CIRA) is a SEC-registered investment advisor headquartered in Fairfield, Iowa. The firm was founded by Eric Schwartz in 1981 and is owned and controlled by Cambridge Investment Group, Inc., which in turn is majority owned by the Schwartz Family Trust. CIRA provides investment advisory services to individuals, high net-worth individuals, banking/thrift institutions, state or municipal government entities, pension and profit-sharing plans, trusts, estates, charitable organizations and corporations or business entities. | Corporate Officer/Principal | 2015-02-28 | 2015-12-31 |
Cambridge Investment Research, Inc.
![]() Cambridge Investment Research, Inc. Investment Banks/BrokersFinance Founded in 1995 by Eric Schwartz, Cambridge Investment Research, Inc. is an independent broker/dealer located in Fairfield, Iowa. The firm is a subsidiary of Cambridge Investment Group, Inc. They specialize in fee-based advisory solutions. Cambridge Research offers a full array of trading and execution services for their clients. They do not provide any internal research. Cambridge research is registered in 50 states and clears through National Financial Services LLC and Pershing LLC | Corporate Officer/Principal | 2014-04-30 | 2015-02-28 |
Summit Wealth Group LLC
![]() Summit Wealth Group LLC Investment ManagersFinance Summit Wealth Group LLC (SWG) is an independent, SEC-registered investment advisor and wealth management firm headquartered in White River Junction, Vermont. Founded in 2014, SWG provides personalized life planning and wealth management services to individuals, families, trusts, charitable organizations, and foundations, pensions, and corporations. | Corporate Officer/Principal | 2012-06-30 | 2014-04-30 |
Training of Andrew W. Schwarz
Hartwick College | Graduate Degree |
Statistics
International
United States | 5 |
Operational
Corporate Officer/Principal | 3 |
Analyst-Equity | 1 |
Investment Committee Member | 1 |
Sectoral
Finance | 4 |
Consumer Services | 2 |
Positions held
Active
Inactive
Listed companies
Private companies
Linked companies
Private companies | 3 |
---|---|
Summit Wealth Group LLC
![]() Summit Wealth Group LLC Investment ManagersFinance Summit Wealth Group LLC (SWG) is an independent, SEC-registered investment advisor and wealth management firm headquartered in White River Junction, Vermont. Founded in 2014, SWG provides personalized life planning and wealth management services to individuals, families, trusts, charitable organizations, and foundations, pensions, and corporations. | Finance |
Cambridge Investment Research, Inc.
![]() Cambridge Investment Research, Inc. Investment Banks/BrokersFinance Founded in 1995 by Eric Schwartz, Cambridge Investment Research, Inc. is an independent broker/dealer located in Fairfield, Iowa. The firm is a subsidiary of Cambridge Investment Group, Inc. They specialize in fee-based advisory solutions. Cambridge Research offers a full array of trading and execution services for their clients. They do not provide any internal research. Cambridge research is registered in 50 states and clears through National Financial Services LLC and Pershing LLC | Finance |
Cambridge Investment Research Advisors, Inc.
![]() Cambridge Investment Research Advisors, Inc. Investment ManagersFinance Cambridge Investment Research Advisors, Inc. (CIRA) is a SEC-registered investment advisor headquartered in Fairfield, Iowa. The firm was founded by Eric Schwartz in 1981 and is owned and controlled by Cambridge Investment Group, Inc., which in turn is majority owned by the Schwartz Family Trust. CIRA provides investment advisory services to individuals, high net-worth individuals, banking/thrift institutions, state or municipal government entities, pension and profit-sharing plans, trusts, estates, charitable organizations and corporations or business entities. | Finance |
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