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Daniel Schwartz, CIMA® CPM®

Managing Director - Wealth Management, The Alfa Group at UBS Private Wealth Management Family Office Consultant

Daniel Schwartz, CIMA® CPM®, is a highly experienced Private Wealth Advisor with over 30 years of industry experience.

He is the founder of The Alfa Group, a renowned team managing over $2 billion in assets, catering to a diverse clientele including CEOs, entrepreneurs, and affluent families.

Daniel holds designations as a Certified Investment Management Analyst® and a Certified Portfolio Manager® professional, offering expert investment management, family office, and advanced wealth planning services.

With a personalized approach to financial planning, he adeptly navigates clients through various market cycles by customizing strategies to suit changing market conditions.

Drawing inspiration from his father, a champion race car driver, Daniel instills the same drive and determination in assisting clients in achieving their financial goals.

His team's dedication, compassion, and client-centric approach set them apart in the wealth management industry.

Daniel Schwartz, CIMA® CPM®
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Location

Paramus, New Jersey, United States