Utility Name

Charlie Schwartzel, CFA

Executive Director Head of Investments and Advice

Houston, TX

Biography

Charlie Schwartzel is Head of Investments and Advice and an Executive Director in the Houston office of J.P. Morgan Private Bank. As a member of the Houston Private Bank leadership team, Charlie fosters an environment of excellence to advise wealthy individuals in a customized manner. He draws on his strong communication skills to guide clients and promote J.P. Morgan’s presence in the community.

Charlie works in concert with a team of investment specialists to design integrated strategies tailored to each individual’s specific needs and objectives. He believes this collaborative approach, which considers the entirety of the balance sheet, is critical to helping clients preserve and grow their wealth. Charlie navigates across the firm and taps his own knowledge base to develop strategies for accomplishing a broad range of goals—planning, banking, borrowing and investing. As a child, he was exposed the basic tenets of estate planning around the dinner table, and is adept at simplifying complex concepts and turning them into actionable strategies.

Charlie has spent his entire career at J.P. Morgan across a variety of roles. Prior to his current role, Charlie managed and mentored the Analyst Program in Houston after previously serving as a chair of the Global Analyst Council.

A native of Houston, Charlie attended Strake Jesuit and has maintained close ties to his alma mater. He received a B.A. in Economics from Vanderbilt University, graduating summa cum laude with dual minors in Financial Economics and Corporate Strategy. Charlie is also a CFA® charterholder.

Charlie and his wife, Anna, are pleased to be raising their daughter Alice in their hometown alongside both of their families. He is a board member of Collaborative for Children, a nonprofit that helps strengthen early childhood education so that the region’s next generation can succeed. Charlie also sits on the Advisor Outreach Committee of the Greater Houston Community Foundation. To relax, he likes to travel with his family and play golf.

CFA® and Chartered Financial Analyst® are registered trademarks owned by CFA Institute.

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