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Todd Schwartz

Todd

Todd M. Schwartz, CFP®, AIF®

Founding Partner

Todd is a Founding Partner of Legacy Private Wealth Partners with more than 25 years of experience in investment management, financial planning, and mentoring financial advisors. Todd is motivated to help families achieve their personal and financial goals using risk management tools and techniques.

Todd earned an undergraduate degree in accounting from the University of Colorado Boulder. A life-long learner, he has taken executive education through the University of Pennsylvania Wharton School of Business and Stanford Graduate School of Business. Throughout his career, he has earned multiple credentials and certifications, including Certified Financial Planner®, Accredited Investment Fiduciary (AIF®), Chartered Accredited Alternative Investment Advisor, Certified Estate Planner, and various industry licenses.

In his free time, you can find Todd on the volleyball court, skiing, hiking, visiting his family’s farm, cooking, reading, playing gin rummy, volunteering in his community and church, and sharing life with his children, family, and friends.

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Advisory Services offered through Concurrent Investment Advisors, LLC an SEC Registered Investment Advisor. Brokerage services offered through Purshe Kaplan Sterling Investments (PKS), Member FINRA/SIPC Headquartered at 80 State Street, Albany, NY 12207. PKS and Concurrent Investment Advisors, LLC d/b/a Legacy Private Wealth Partners are not affiliated companies.

Fidelity Investments (“Fidelity”) is an independent company unaffiliated with Concurrent Advisors or Legacy Private Wealth Partners. Fidelity is a service provider to both. There is no form of legal partnership, agency affiliation, or similar relationship between your advisor and Fidelity, nor is such a relationship created or implied by the information herein. Fidelity Investments provides clearing, custody, or other brokerage services through National Financial Services LLC or Fidelity Brokerage Services LLC, Members NYSE, SIPC. 1096686.1.0.