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
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
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
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 Now
A family guide to private aviation
August 3, 2026There are several important financial, emotional and lifestyle factors to consider if you are thinking of purchasing an aircraft.Read Now
Insight 1: Build and sustain a ‘great’ extended family
August 3, 2026Investing in family development can have a long-lasting impact on your family’s wealth and legacy of values and traditions.Read Now
Rotation, not reckoning: What’s testing the AI trade?
July 31, 2026Investors are shifting away from AI-related trades and into overlooked sectors as they seek proof of returns.Read Now
Insight 2: Foundation of values to define culture and focus
July 29, 2026A core mission and set of values are important guides for a generative family, but keep in mind that they are dynamic and should be revisited and adapted with each new generation.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 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 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 NowA family guide to private aviation
August 3, 2026There are several important financial, emotional and lifestyle factors to consider if you are thinking of purchasing an aircraft.Read NowInsight 1: Build and sustain a ‘great’ extended family
August 3, 2026Investing in family development can have a long-lasting impact on your family’s wealth and legacy of values and traditions.Read NowRotation, not reckoning: What’s testing the AI trade?
July 31, 2026Investors are shifting away from AI-related trades and into overlooked sectors as they seek proof of returns.Read NowInsight 2: Foundation of values to define culture and focus
July 29, 2026A core mission and set of values are important guides for a generative family, but keep in mind that they are dynamic and should be revisited and adapted with each new generation.Read Now