Pj Schwarz
Managing Director and Private Wealth Advisor at Morgan Stanley Private Wealth Management
- Role
- Managing Director, Private Wealth Advisor at Morgan Stanley
- Location
- New York, NY, US
- LinkedIn followers
- 500 followers
About Pj Schwarz
PJ Schwarz, CFP®, is a Managing Director and Family Wealth Director at Morgan Stanley in midtown Manhattan. He brings over two decades of investment, financial planning, and trust/estate experience to his team and clients. He focuses on organizing and prioritizing client objectives through a consultative planning approach. From an investment perspective, PJ translates clients’ circumstances and goals into an appropriate plan of action. PJ is a graduate of Duke University with a B.A. in Economics, and earned an MBA in Finance from NYU Stern School of Business. Outside of work, PJ enjoys spending time with his wife and four children.
Experience
Managing Director, Private Wealth Advisor
Jan 1992 — Present · New York, NY, US
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Education
Duke University
BA Economics
1983 — 1987
New York University Stern
MBA Finance
1995 — 1997
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