Ted Schwartz, a Certified Financial Planner, is president and chief investment officer of Capstone Investment Financial Group. He advises individual investors and... Read More »

Ted Schwartz, a Certified Financial Planner, is president and chief investment officer of Capstone Investment Financial Group. He advises individual investors and endowments, and serves as the advisor to CIFG UMA accounts. Because Schwartz has a background in psychology and counseling, he brings insights into personal motivation when advising clients on achieving their wealth management goals. Schwartz holds a B.A. from Duke University and an M.A. from Oregon State University. He can be reached at ted@capstoneinvest.com« Read Less