Christopher Schwartz, CFP®, CIMA®
Designations and Licenses
Christopher is a CERTIFIED FINANCIAL PLANNER™ professional and a Certified Investment Management Analyst®.
Experience and Education
Christopher focuses on new business development. He works with individuals and families to understand their specific needs and priorities then introduces them to a wealth planning team that can help them achieve their long-term financial objectives.
Prior to joining Mariner, Christopher worked at T. Rowe Price, where he utilized financial analysis, modeling, educational, risk
assessment and performance tools to deliver comprehensive financial planning to high- and ultra-high-net-worth clients. Before that, he managed a team of financial service specialists at TIAA and developed and executed customized financial plans for clients at Wells Fargo Bank.
Christopher has a bachelor’s degree in psychology from McDaniel College and an MBA with a concentration in finance from Mount St. Mary’s University.
Personal Interests
Away from the office, Christopher enjoys spending time outdoors with his wife and two children, exercising, gardening and collecting books about early American history.