Partner | Bleakley Financial Group
Andy Schwartz is a partner at Bleakley Financial Group. The firm is one of Northern New Jersey’s largest and most successful private financial services firms, clearing through three different custodians: Schwab, Pershing and LPL. After earning a B.S. in Finance from Rowan University in 1984 and his Certified Financial Planners designation in 1987, Andy has become a nationally renowned speaker and writer within the insurance industry. Andy personally manages in excess of $1 Billion, and along with the firm, in excess of $3.5 Billion. He brings a wealth of diverse experience to help solve his clients’ financial needs, including specialties in asset management, retirement and estate planning, asset and income protection, and personal and business needs analysis.
In his 20 years as a Trustee of New Jersey SEEDS, Andy has shown himself to be a passionate advocate, a dedicated mentor, and an incredibly effective supporter. His efforts have been crucial to the growth and development of the New Jersey SEEDS organization, resulting in life-changing educational experiences for SEEDS scholars at our nation’s finest independent schools, colleges and universities. In his first year with SEEDS, he became the driving force behind the Golf and Tennis Classic. Over the course of 16 outings, this event has raised more than $2.3 million for SEEDS.