Eric Schwarz is a Vice President and Advisor in the Private Client Group of Bernstein Global
Wealth Management. He works with private clients and their advisors on wealth transfer strategies,
focusing on tax-efficient wealth management and asset allocation decisions. Previously, Eric owned
the financial planning firm Silver Bull Strategies, LLC, which concentrated on investment
management and financial planning. Eric also has been a managing director with ING Financial
Partners. He has attended and instructed numerous courses, seminars, and conferences on wealth
management, estate planning, financial planning, and investment research.
Education & Designations
• Bachelor of Arts – Miami University 1991
• Certified Financial Planner Curriculum – Boston University
• Registered Financial Consultant
Professional
• International Association of Registered Financial Consultants
• Estate Planning Council of Cleveland
• Center for Principled Family Advocacy
• Cleveland Metropolitan Bar Association
• National Committee on Planned Giving
• Northeast Ohio Planned Giving Council
• Association for Corporate Growth
• Cleveland Tax Club
• Financial Planning Association, Chair of Pro Bono Committee
Civic
• Cleveland Museum of Art Planned Giving Council
• Avon Lake Kiwanis Club
• The City Club of Cleveland
• Coach, Amherst High School Rugby
• Miami University Rugby Alumni Board
Eric lives in Avon Lake, Ohio with his wife Wendy and three daughters, dog, and two fish.
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