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
Why are stocks at record highs with no Iran resolution?
April 24, 2026Despite persistent geopolitical uncertainty and a naval blockade in the Middle East, global equities have staged a rapid recovery, bolstered in the U.S. by durable earnings fundamentals in tech and beyond.Read Now
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What is the wash sale rule?
April 21, 2026The wash sale rule is a regulation that prevents taxpayers from claiming an immediate loss on assets they still own. Learn more about what a wash sale is.Read Now
Emerging markets may offer more than meets the eye – selectivity matters
April 17, 2026Beneath broad market caution, pockets of resilience across emerging markets could be worth a closer look. Growing dispersion and stronger fundamentals may favor a more selective approach to the asset class.Read Now
The art of making your estate plan matter: Using your superpower as a ‘wise giver’
April 15, 2026Transferring wealth is an act of benevolence, but you shouldn’t do it without considering the type of transaction a gift represents. Wise givers will take into account the needs and wants of the recipient as they decide how to give and how much.Read Now
A balancing act: The trade-off between debt and defense
April 10, 2026As defense budgets grow, debt concerns may limit how far and fast the spend goes. But with record amounts proposed and increasing geopolitical uncertainty, the sector is poised to build on its boom.Read Now
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The defensive playbook isn’t your average inflation roadmap
April 2, 2026Inflation fears are back, but the go-to strategy can add oil and input-cost exposure. Utilities and healthcare may frame a quieter defense.Read Now
Why cash flow forecasting and succession planning matter
March 30, 2026As a business owner, effective cash flow management is crucial. From growth to legacy, read on to learn the important components of a well-balanced strategy.Read NowWhy are stocks at record highs with no Iran resolution?
April 24, 2026Despite persistent geopolitical uncertainty and a naval blockade in the Middle East, global equities have staged a rapid recovery, bolstered in the U.S. by durable earnings fundamentals in tech and beyond.Read Now3 ways to stay active while in retirement
April 21, 2026Staying active in retirement is important. Here’s how you can stay energized, put your expertise to use and keep your finances in check in retirement.Read NowWhat is the wash sale rule?
April 21, 2026The wash sale rule is a regulation that prevents taxpayers from claiming an immediate loss on assets they still own. Learn more about what a wash sale is.Read NowEmerging markets may offer more than meets the eye – selectivity matters
April 17, 2026Beneath broad market caution, pockets of resilience across emerging markets could be worth a closer look. Growing dispersion and stronger fundamentals may favor a more selective approach to the asset class.Read NowThe art of making your estate plan matter: Using your superpower as a ‘wise giver’
April 15, 2026Transferring wealth is an act of benevolence, but you shouldn’t do it without considering the type of transaction a gift represents. Wise givers will take into account the needs and wants of the recipient as they decide how to give and how much.Read NowA balancing act: The trade-off between debt and defense
April 10, 2026As defense budgets grow, debt concerns may limit how far and fast the spend goes. But with record amounts proposed and increasing geopolitical uncertainty, the sector is poised to build on its boom.Read NowWhen disaster strikes: How to give with intention and impact
April 2, 2026After a disaster, it’s natural to want to take action. A short- and long-term disaster philanthropy strategy can ensure your gifts are given when most needed and have a lasting impact.Read NowThe defensive playbook isn’t your average inflation roadmap
April 2, 2026Inflation fears are back, but the go-to strategy can add oil and input-cost exposure. Utilities and healthcare may frame a quieter defense.Read NowWhy cash flow forecasting and succession planning matter
March 30, 2026As a business owner, effective cash flow management is crucial. From growth to legacy, read on to learn the important components of a well-balanced strategy.Read Now