About Debbie Schwartz
Debbie brings more than 15 years of investment banking and legal experience to her financial advisory practice.
Before becoming a financial advisor, Debbie spent seven years in senior investment banking roles, advising executives of public companies, private-equity firms and closely held businesses on mergers & acquisitions and corporate finance. She also has an extensive background working with private companies and their founders, helping them raise capital and navigate strategic options for their businesses.
Prior to her career in investment banking, Debbie practiced corporate law as an attorney in NYC.
She received a B.A. in economics from Barnard College, a J.D. from NYU Law School and an M.B.A. with honors in finance from Columbia Business School, where she was an economics teaching assistant and was elected to the prestigious Beta Gamma Sigma Honor Society.
Debbie currently serves as a member of the Advisory Council for the Masters in Wealth Management Program at Columbia University.
Securities Agent: RI, PA, LA, UT, CO, WA, TX, NY, SC, NV, OR, NJ, MA, CT, TN, IL, DC, OH, NC, MD, FL, CA, AZ, AL, VA; General Securities Representative; Investment Advisor Representative
NMLS#: 1489612