Utility Name

Charlie Schwartzel, CFA®

Executive Director Head of Investments & Advice – Houston

Houston, TX

Biography

Charlie Schwartzel is an Executive Director and the Head of Investments & Advice for J.P. Morgan Private Bank in Houston. In this role, Charlie helps lead the overall Private Bank team and business, advising wealthy families while leveraging the depth of the firm’s robust investment and advisory platforms.

Charlie works in concert with a team of advisors to design integrated planning and investment 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 is responsible for ensuring the delivery of the firm’s best thinking, robust investment platform, and that advisors help clients accomplish their goals across the wide range of planning, banking, borrowing, and investing solutions as appropriate. He is also adept at simplifying complex concepts for clients and turning them into actionable strategies and investment portfolios.

Charlie has spent his entire career at J.P. Morgan across a variety of roles. Prior to his current role, Charlie was a Team Lead, responsible for overseeing a dedicated growth initiative within the Private Bank, developing a small team of advisors into a significant growth engine for the firm in Houston. Previously, he also managed and mentored the Analyst Program in Houston after having served as a chair of the firm’s Global Analyst Council.

A native of Houston, Charlie attended Strake Jesuit. 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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