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Carl Schwartz
Bernstein Private Wealth Management
Carl Schwartz is a Vice President and Financial Advisor with Bernstein Private Wealth Management and is located in the firm's Washington, DC, office. Carl provides guidance and counsel to high-net-worth individuals and families, trusts, estates, foundations and retirement plans. He works closely with his clients and their other professional advisors to craft comprehensive investment strategies that will help them address critical planning issues and make investment decisions optimized to meet their goals. Prior to joining the firm, Carl was the director of Fellows at AIPAC (American Israel Public Affairs Committee), where he was responsible for the creation and management of that program to facilitate the achievement of the organization's fund-raising goals. Before that, Carl spent over 18 years in sales, business development consulting, providing guidance, and thought leadership to Fortune 100 organizations such as DuPont, General Electric, and Microsoft. He assisted them in the areas of sales process, account management, compensation, automation, and training. Carl received a master's in business, with a concentration in finance, from Johns Hopkins University in 1996, as well as a master's in education, with a concentration in counseling, from Johns Hopkins University in 1992. In addition, Carl received his Rabbinic Ordination from Ner Israel Rabbinical College in Baltimore in 1996, and is the rabbi of congregation Shomrei Mishmeres HaKodesh in Baltimore, where he lives with his wife, Debra, and their six children.