Donald L Schwarz
Senior Vice President – Financial Advisor
RBC Wealth Management
ASSETS UNDER MANAGEMENT: $870 million
Don Schwarz has been in the financial services industry for 52 years. In 2009, he joined RBC Wealth Management in Beverly Hills as a senior portfolio manager in the specialized Portfolio Focus program. At RBC he currently leads the Tailored Portfolio Management Group, a team of four financial professionals, and two support personnel, who pride themselves on providing the best service possible.
With a multi-generational client base, the team strives to match the right partner with the right client in order for that relationship to flourish. Collectively the team manages over $800 million in assets for high net worth families across the United States. The team understands that risk tolerance, liquidity needs, income needs, and time horizons are just a few characteristics that go into portfolio designs and wealth management plans. Schwarz’s diverse client base includes working professionals, widows, divorcees, and family partnerships.
