Mark E. Schwartz, CRPC®, CFS, RF™

Mark E. Schwartz, CRPC®, CFS, RF™
Managing Director, Wealth Management

Specific experience

  • President at TriCapital Advisors
  • Vice President, Investments at Prudential Securities, Inc.
  • Vice President, Investments at E.F. Hutton and Co.

Industry involvement

  • Chartered Retirement Planning Counselor, CRPC®
  •  Certified Fund Specialist, CFS®
  • Registered Fiduciary, RF™
  • Trustee and Board Member, University of Maryland College Park Foundation
  • Trustee, Steben Select Multi Strategy Funds


Lehigh University, Bethlehem, PA

BA, Political Science