ANDREW SCHWARZ
CFA®
aschwarz@summitwg.com
Andrew holds the Chartered Financial Analyst®, CFA® designation and acts as SWG’s Portfolio Manager. He graduated from Hartwick College, where he earned a double major in Business Administration and Economics, with a minor in Finance. Andrew is responsible for the creation of our investment models and research pertaining to investments. He helps to develop financial plans, reports, analyzes client portfolios, develops asset allocation recommendations, and assists in the preparation of client meetings. Andrew lives locally and enjoys skiing, reading, travel and time with family and friends.