Sam Schwartz
Business Development Consultant, Chicago, IL

Sam heads up business development efforts for financial advisors in the Lonestar region (Texas, Oklahoma and Missouri). Sam has worn many different hats at AssetMark: Sales Associate, Sales Consultant and now Business Development Consultant. Before joining AssetMark, he worked as a Fund Administration, Financial Reporting Associate with State Street Bank in Kansas City.

Sam earned a Bachelor of Science in Business Administration from the University of Missouri with an emphasis in Finance and Banking, and holds Series 6, 63, and 65 licenses.