Beth Swartz

About Beth

Beth Swartz has over 30 years of experience in the financial services industry, with a focus on customized portfolio management, performance measurement, and client relationships.  Her primary areas of expertise are in fixed income assets, the management of mutual funds and money market funds, and working with high-net-worth persons. Prior to joining CWM, Ms. Swartz was Senior Vice President, Fixed Income Manager and Investment Services Manager for the Trust Company of Virginia, where she worked for 20 years.  Prior experience includes serving as Fixed Income Portfolio Manager at Signet Asset management (Signet Bank) in Richmond, and at Sovran Bank. A native of Greater Richmond, Ms. Swartz is a graduate of Virginia Commonwealth University, where she earned a Bachelor of Science in Economics.

“Being part of a company where we set ourselves apart by providing individualized strategies for our clients to grow and maintain their wealth is refreshing and rewarding.  We pride ourselves on helping our clients maintain a disciplined approach to wealth management, allowing them to reach their financial and lifestyle goals.”

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