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
One economy, two markets, one message
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September 25, 2026Rate volatility is back, but equities are taking higher yields in stride, often treating them as a growth signal rather than a stress flare.Read Now3 new changes to qualified small business stock that can supercharge tax savings
September 22, 2026The One Big Beautiful Bill Act potentially increased the size of the qualified small business stock tax break. Here’s how to navigate the changes.Read NowThe cost of capital is rising. Did stocks get the memo?
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September 18, 2026A roadmap to the ‘final frontier’ – answering the question on everyone’s mind: what is space beyond SpaceX?Read NowFed raises rates at September meeting: Key takeaways for investors as officials signal at least one more rate hike in 2026
September 17, 2026The Federal Reserve raised its benchmark rate for the first time in more than three years. Read our key takeaways from the September meeting, plus what to watch for next.Read NowStep-up in cost basis: What this tax rule means for inherited assets when someone dies
September 15, 2026Learn how a step-up in cost basis works, which assets qualify and how this tax rule can impact inherited property and your financial plan.Read NowDiesel prices hit new record in September 2026: What that means for inflation, shipping costs and your portfolio
September 15, 2026Diesel prices hit record highs in early September, rising faster than gas. Here's what surging diesel costs mean for inflation, shipping and your investment portfolio – and what to watch next.Read NowLiquidity is a step Great Wealth Transfer plans can miss
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