Matthew Schwartz
Client Services Executive

Matthew Schwartz, Client Services ExecutiveMatthew Schwartz joined NST after spending six years developing a consultative approach to the high-net worth estate and financial planning services market at the boutique wealth management firm, International Planning Alliance (IPA). His work with the executive management at IPA in consultation with CPAs, lawyers, and investment advisors led to the expansion and development of proprietary financial modeling techniques for managing shareholder risk in closely held corporations and family businesses.

Matthew brings with him the experience of continuously managing ongoing changes in the internal and external environment of his client’s lives, by controlling exposure to public equities risks, navigating insurance markets, and maintaining compliance with changing tax, legal, and regulatory frameworks. As a seasoned sales executive, he continues to provide this same high-touch approach in his work in the cybersecurity and technology industry.

Matthew received his BA from the School of Liberal Arts at SUNY Purchase.