Advisor

Carl Schwartz

Investing in People Is My Calling

As a Rabbi and the son of a Rabbi, I have a passion for helping others. I care deeply about my clients and work hard to help them realize the full potential and meaning of their wealth—for them, their family and their community.

What inspired you to join Bernstein?

I recall Roger Hertog (AB Vice Chairman Emeritus) tell me one day, “You should go work at Bernstein”. I met Roger while running a division for AIPAC and asked him to come to DC to speak to my staff. On the many occasions that he did, I was always impressed with his personal and business philosophies. However, it was not until I met our firm’s leadership that I understood our culture and what makes us stand out from other firms: the depth of our client engagement, the skill of our resources, the vastness of our research and our commitment to excellence and the highest degree of honesty and integrity. It then became apparent that I had truly found my family and my home.

How have your values and personal background uniquely positioned you to work with your clients?

I grew up seeing my father as a spiritual leader, and my mother, a public school librarian. We lived a simple and budgeted life. The significant investment my parents made in people was always an inspiration and became a calling for me.

When I was 17, my most cherished teacher was tragically killed in a car accident. At the young age of 32, he left behind a pregnant wife and five children. This was a defining moment that motivated me to commit myself to pursue the rabbinate. I’ve since spent the last 20-plus years as a Rabbi, while simultaneously working as a business consultant to public, private and nonprofit entities. As such, I’ve directed sales and fundraising organizations and have built businesses and synagogues from the ground up. At Bernstein, I work with global families, entrepreneurs, business owners and nonprofits. The humbling wisdom, experience and leadership skills tested in these roles give me a unique perspective and sensitivity for my clients and their families.

What passions do you pursue outside of work?

My wife Dvora and I are blessed with six children with an age span of more than 20 years apart. Let’s just say, our kids keep us on our toes. The Rabbinate keeps me focused on studying and teaching several classes on Bible and religion weekly. I am constantly in search of inspirational topics to share. Believe it or not, most of my spiritual lessons come from my clients.

In my spare time, I like to fix stuff around the house, build and do light carpentry work. My belief is that we always need to be growing. For me, building signifies the philosophy, “if we are not waxing, we are waning”. I also volunteer on a few boards of local nonprofits that support education and community needs. All of these interests intersect with and increase my passion for my work at Bernstein. They make every day exciting.

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