Karl E. Schwartz, CRPC®
Partner | Private Wealth Advisor | Director of Research
I am a Partner, Private Wealth Advisor and the Director of Research at OWL Private Wealth AdvisorsTM. Over the last 28+ years I have served individual clients at firms such as UBS & Merrill Lynch, where I was a member of one of the top high net worth teams in the country, and collaborated with clients on financial planning and investment management.
I have broad experience in providing investment management and advisory services across the major asset classes including global equities and fixed income, private equity, commodities, and hedge funds.
My institutional experience includes managing teams with significant P&L responsibilities for esteemed companies such as BlackRock, AQR, Lincoln Financial, and John Hancock. This experience on the institutional side gives me a unique perspective on the financial products that are available to consumers and how those products impact their portfolios.
As a member of the local community, I live in Bloomfield Hills with my wife Jessica and our two children, Jack and Avery. I am active in several charities including Evans Scholars and Center Detroit Christian. When not in the office, I have a hard time sitting still and am very active with hockey, golf, fly fishing, skiing, walking the dog Gordon and just about anything else I can do outside.
Licenses
- Series 66, Investment Advisor Representative & Uniform Securities State Agent
- Series 7, General Securities Representative
- Series 31, Futures Managed Funds Examination
- Life, Heath, Variable Annuity Insurance License
The Chartered Retirement Planning Counselor (CRPC® ) study program includes training in making a comprehensive assessment of an individual's financial needs before or after retirement, including sources of retirement income, personal savings, income taxes, estate planning, and more.
