Our Mission:
To work in partnership with individuals, families, and their businesses and enable them to accumulate wealth and preserve their assets. Use innovative methods and a holistic approach, to create financial security for present and future generations. Earn our clients’ trust through our integrity, accountability, and service.
We nurture our partnership with our clients by doing with them what we would want done for ourselves. Together, we build a financial home to shelter them. We educate them, and bring them to new levels of awareness, allowing them to explore opportunities with the freedom to dare to make choices - while providing the safety and contingency planning to weather the storms that happen to all of us in life.
Our Team:
Eileen Schwartz, President and Chief Executive Officer
With over 35 years of experience in the financial advising industry, Ms. Schwartz works directly with the clients of E. S. Schwartz and Company, Inc. to design financial programs that help them reach their goals. Ms. Schwartz is a graduate of Syracuse University and attended an adjunct program for one year at the London Polytechnic Institute. She went on to earn advanced degrees from The American College as a Chartered Financial Consultant and Chartered Life Underwriter. She also holds certifications as a Life Insurance Advisor and Registered Investment Advisor Representative.
Lawrence Schwartz, Chief Operating Officer
Mr. Schwartz has over two decades of experience in the investment field and holds certification as a Registered Investment Advisor Representative. He oversees the portfolio management activities of the firm, as well as the technical and client operations. He manages the real estate investment team and is a member of the investment committee. Mr. Schwartz is a graduate of Syracuse University and a non-degree program at Massachusetts Institute of Technology.
Jon Lawrance, Portfolio Manager
Mr. Lawrance joined E. S. Schwartz and Company, Inc. in 2009. He conducts securities research for the firm using technical and fundamental data to guide investment decisions. Mr. Lawrance is a graduate of Saint Anselm College and brings with him his experience at a major Wall Street brokerage firm.
