Jerry M. Schwartz
Co-Founder, Principal, and Chief Compliance Officer of the Arista Advisory Group.
"A native New Yorker, Jerry earned a Bachelor of Arts degree in philosophy from Stony Brook University and a Master of Arts degree in comparative East-West philosophy from the University of Hawaii at Manoa. In addition to post-M.A. graduate work, he was the recipient of a National Defense Foreign Language Fellowship in Sanskrit, was the assistant to the editor of the University of Hawaii’s journal Philosophy East and West, and participated in the East-West Philosophers’ Conference on Wang Yang-Ming, held at the University of Hawaii.
"Jerry began his career in financial planning in 1977 when he became an FINRA Registered Representative with Merrill Lynch in Honolulu. In 1984, he left Merrill Lynch to open a private financial planning and investment advisory practice. Jerry is a Certified Financial Planner® (CFP®) and a member of the Financial Planning Association and the Registry of CFP® Licensed Practitioners. He is past president, past chairman and past trustee of the Board of the Capital District Society of the Financial Planning Association (FPA) in Albany, NY, and is a member of the Financial Planning Association of Hawaii and the Hawaii Estate Planning Council.
"Jerry has been featured on radio in the Albany area, and on CNBC and KHET Hawaii Public Television. He has taught individual tutorials in business ethics and philosophy through Empire State College SUNY, financial planning and investment courses in the non-credit division of Columbia-Greene Community College, addressed the New York State Bar Association, Elder Law Section, and spoke on financial planning for the aging and was a panel participant at the 2005 White House Mini-conference on Aging in New York City. He currently presents the “Planning for Retirement” and "Investing for Retirement" segments of “Take Charge of Your Money3,” presented through the University of Hawaii on Olelo, Hawaii public access TV. He also presents programs and talks on spirituality and money, addressing the issue of applying the purposes of our lives to the money in our lives.
"Jerry was founding board president of Greene County Common Ground, a not-for-profit alternative dispute resolution and mediation service. He is a board member, investment advisor, and treasurer of the Foundation for World Education, a tax-exempt granting institution supporting the work of the Integral Yoga community in the U.S. and Auroville, India. He is highly dedicated to the Camphill movement in North America, which consists of life-sharing communities for youth, adults and the elderly with developmental disabilities. He currently is an at-large trustee of the Camphill Association of North America and is a long-standing member of the board of the Camphill Foundation, where he chairs the asset management committee, and serves as investment advisor. He is investment advisor to the Triskeles Foundation, which serves progressive social initiatives and philanthropy, and serves as a board member of Lokelani 'Ohana, a Camphill-inspired community on the island of Maui, Hawaii. In addition, he manages several other philanthropic and religious endowments.
Resources and articles
- Arista Advisory Group Our team, organizational web page, accessed January 25, 2018.