Sheryl Schwartz, CFA

Chief Investment Officer

Professional Overview

Sheryl Schwartz is an accomplished investment professional with over 15 years of experience in private equity and finance. As the Chief Investment Officer at ALTI, she is responsible for overseeing the firm's investment strategy, portfolio management, and asset allocation decisions. Schwartz also serves as an Adjunct Professor, teaching private equity and finance courses at the Fordham Gabelli School of Business.

Experience Summary

Current Roles

Chief Investment Officer, ALTI (2020 - Present): In this role, Schwartz is responsible for developing and implementing the firm's investment strategy, managing the investment portfolio, and overseeing risk management. Under her leadership, ALTI has achieved strong investment returns and expanded its asset base.

Independent Board Director, Gaia Real Estate REIT (2023 - Present): Schwartz serves on the Board of Directors for Gaia Real Estate REIT, providing strategic guidance and oversight on investment decisions, risk management, and regulatory compliance.

Independent Board Director, Cartesian Growth Corporation II (NASDAQ: RENE) (2021 - Present): As an Independent Board Director, Schwartz contributes her expertise in investment analysis, portfolio construction, and corporate governance to support the company's growth and strategic initiatives.

Adjunct Professor, Fordham Gabelli School of Business (2020 - Present): Schwartz shares her industry knowledge and practical experience with the next generation of finance professionals, teaching courses in private equity and investment management.

Career Progression

Managing Director, Caspian Private Equity-Flexstone Private Equity (2013 - 2020): During her tenure, Schwartz led the firm's private equity investment team, sourcing and evaluating opportunities, structuring deals, and actively managing portfolio companies. Her leadership and strategic insights contributed to the firm's consistent outperformance.

Academic Background

Sheryl Schwartz holds a Master of Business Administration (MBA) from the University of Chicago Booth School of Business and a Bachelor of Science (BS) in Finance from the University of Pennsylvania's Wharton School. She is also a Chartered Financial Analyst (CFA) charterholder, demonstrating her deep expertise in investment analysis and portfolio management.

Areas of Expertise

Private Equity and Alternative Investments

Investment Management and Portfolio Construction

Asset Allocation and Risk Management

Financial Analysis and Modeling

Corporate Governance and Board Oversight

Professional Impact

Throughout her career, Schwartz has consistently demonstrated her ability to identify and capitalize on investment opportunities, generate strong returns for her clients, and contribute to the growth and success of the organizations she has been involved with. Her expertise, leadership, and commitment to excellence have earned her recognition as a respected industry figure and a valuable asset to the companies and institutions she serves.

Conclusion

Sheryl Schwartz is a seasoned investment professional with a proven track record of success in the private equity and finance sectors. As the Chief Investment Officer at ALTI and a respected independent board director, she continues to make significant contributions to the investment community. With her comprehensive expertise, strategic vision, and commitment to excellence, Schwartz is poised to drive continued growth and success for the organizations she serves.