Chad SchwartzChad SchwartzManaging DirectorWealth Partner
About Chad
Chad M. Schwartz is a Managing Director and Wealth Partner at J.P. Morgan Wealth Management.
Chad works with high-net-worth individuals and families, private business owners, entrepreneurs, public company executives and financial services professionals—including hedge fund and private equity principals—as well as nonprofit and healthcare institutions. Bringing a highly personalized, hands-on approach, he focuses on helping clients make sense of complex finances, supporting them as they consider important decisions with a disciplined, long-term perspective.
At the center of Chad’s work is a belief that being a true partner is not just a role, but part of who he is. It is in his DNA to help others, and that mindset shapes how he engages with every client relationship. A thoughtful and attentive listener, he takes the time to understand each client’s responsibilities, concerns and goals, striving to create an environment where people feel comfortable discussing sensitive or complex matters. His approach emphasizes accessibility, follow-through and a genuine sense of care, helping clients feel more organized and supported as their needs evolve.
Clients working with Chad benefit from the breadth of J.P. Morgan’s investing and lending capabilities, combined with an experience that is intended to feel personal, attentive and highly customized—similar to a boutique outsourced family office. Drawing on a background in institutional markets and financial trading, including time at Citigroup Global Markets Inc. covering foreign exchange and emerging market corporate credit, he brings a practical lens to evaluating investment opportunities and exploring differentiated strategies.
Chad joined J.P. Morgan in 2026 after more than a decade in wealth management at Goldman Sachs & Co. LLC. He earned a B.B.A. in Finance and Accounting from the University of Michigan Ross School of Business. Chad holds the FINRA Series 3, 7, 63 and 66 licenses.
Based in New York and originally from Chicago, Chad shares his time with his wife, Brielle, and their three young children—Lex, Lowe and Whit. He enjoys coaching and mentoring, and supports the Birthright Israel Foundation. Chad spends his free time golfing and being with family and friends.
Insights
Building a strong and connected family of wealth: A 10x10 learning road map
August 13, 2026The process of fostering empowered, responsible family members begins early and remains a lifelong journey. Our 10x10 model outlines key competencies to master at various life stages.Read Now
Insight 6: Active cross-generational stakeholder alliance
August 13, 2026As a family enterprise expands and shifts over the decades, the different generations and professional management must come together to drive success through legacy and innovation.Read Now
Insight 7: Develop a capable and committed rising generation
August 13, 2026Members of the younger generation are the future stewards of the family enterprise, so it is important to invest time and resources in cultivating their interests and skills.Read Now
How does the stock market perform during midterm election years? A guide for investors
August 12, 2026Midterm election years can bring market volatility and uncertainty. Learn what history suggests, why headlines move markets and what long-term investors can do to stay on track.Read Now
Fewer Fed meetings under Kevin Warsh? What a reduced FOMC calendar could mean for investors
August 11, 2026Reports say Fed Chair Kevin Warsh is considering fewer FOMC meetings. Here’s what that could mean for Fed communication, market volatility and investor portfolios.Read Now
International stock market performance so far in 2026: Europe, China, India and more
August 11, 2026International stock market performance has diverged in 2026. See how Europe, China, India and Japan are tracking – and why rates, sector concentration and currency moves can change results for U.S. investors.Read Now
AI’s next act doesn’t have to choose
August 7, 2026A rare shift is underway as semiconductor and hyperscaler stocks rally together, reflecting a broadening belief in AI’s commercial viability and multiyear growth prospects.Read Now
Introduction to succession planning for business owners
August 7, 2026A successful business transition requires a methodical approach, but many business owners are unprepared for what comes next. Learn the basics of business succession planning.Read Now
Will the Fed hike rates in September? A 25-basis-point move is now expected: Why July’s hold has ‘lowered the bar’
August 5, 2026A 0.25-percentage-point hike is now expected at the September Fed meeting as Iran-related supply shocks keep energy costs high and markets question the Fed’s inflation credibility.Read NowBuilding a strong and connected family of wealth: A 10x10 learning road map
August 13, 2026The process of fostering empowered, responsible family members begins early and remains a lifelong journey. Our 10x10 model outlines key competencies to master at various life stages.Read NowInsight 6: Active cross-generational stakeholder alliance
August 13, 2026As a family enterprise expands and shifts over the decades, the different generations and professional management must come together to drive success through legacy and innovation.Read NowInsight 7: Develop a capable and committed rising generation
August 13, 2026Members of the younger generation are the future stewards of the family enterprise, so it is important to invest time and resources in cultivating their interests and skills.Read NowHow does the stock market perform during midterm election years? A guide for investors
August 12, 2026Midterm election years can bring market volatility and uncertainty. Learn what history suggests, why headlines move markets and what long-term investors can do to stay on track.Read NowFewer Fed meetings under Kevin Warsh? What a reduced FOMC calendar could mean for investors
August 11, 2026Reports say Fed Chair Kevin Warsh is considering fewer FOMC meetings. Here’s what that could mean for Fed communication, market volatility and investor portfolios.Read NowInternational stock market performance so far in 2026: Europe, China, India and more
August 11, 2026International stock market performance has diverged in 2026. See how Europe, China, India and Japan are tracking – and why rates, sector concentration and currency moves can change results for U.S. investors.Read NowAI’s next act doesn’t have to choose
August 7, 2026A rare shift is underway as semiconductor and hyperscaler stocks rally together, reflecting a broadening belief in AI’s commercial viability and multiyear growth prospects.Read NowIntroduction to succession planning for business owners
August 7, 2026A successful business transition requires a methodical approach, but many business owners are unprepared for what comes next. Learn the basics of business succession planning.Read NowWill the Fed hike rates in September? A 25-basis-point move is now expected: Why July’s hold has ‘lowered the bar’
August 5, 2026A 0.25-percentage-point hike is now expected at the September Fed meeting as Iran-related supply shocks keep energy costs high and markets question the Fed’s inflation credibility.Read Now