Cleveland Private Trust Company engages with Families and Entrepreneurs through several unique service offerings. Many of our clients elect for us to conduct a Comprehensive Financial Plan to address both simple and complex financial needs. Through this engagement our team is able to better understand their lives, futures, worries and aspirations. Allowing us to use the findings of this process creates financial efficiencies, significant fee reductions and true clarity.
Eric is the Managing Director of Cleveland Private Trust Company. From his office in downtown Cleveland he coordinates the many services and solutions to help clients navigate the complexities of personal and corporate finance. Acting as a Personal CFO, these include next generation education, business transition planning, financial planning, trust services and banking. His clients range from successful individuals to family offices, privately held businesses, private equity firms and philanthropic organizations.
Mr. Schwarz has a 25+ year career in finance and wealth planning field. As a Certified Financial Planner™, he works closely with business owners and their advisors. As leader of the team, Eric assesses the wealth holder’s financial goals and banking structure, pulling resources from the expert affiliates in his network.
Eric was raised in Akron, Ohio and lives with his wife and family in Amherst, Ohio.
Bachelor of Arts, Miami University, Oxford, OH 1991
Certificate in Financial Planning, Boston University 2008
Corporate finance studies at Ashland University, 2010-12
Executive board member, Lorain County Health & Dentistry
Co-Founder, The Center for Free Enterprise
Leadership Lorain County 2015
Member, Rugby Business Executives Association
Founder, Avon Lake HS Rugby Team
Founder, Amherst HS Rugby Team
Past board member, Miami University Rugby Alumni Association
Past board member, Urban League, Lorain County
Past President, Exit Planning Institute