About

MICHAEL C. BROWN

SENIOR MANAGING DIRECTOR

Michael brings over 38 years of financial services experience and joined Magnus from Dynasty Financial Partners, where he was a Partner and Director of Wealth Management. Michael began his career as a financial consultant with Merrill Lynch, helped form the Special Equity Transactions Group at Bear Stearns and was head of the domestic Private Bank for ING Barings.

Michael was part of the team at Dynasty that was named by Financial Times to its 2014, 2015 and 2017 FT 300 Top Registered Investment Advisers list. At U.S. Trust, Bank of America Private Wealth Management, he was a Managing Director and Wealth Management Advisor, having been named 28th on the Barron’s Magazine “Top 100 Financial Advisors” listing. Michael has been seen in the media on Barron’s TV, CNBC and various financial industry websites including Forbes, RIABiz, Investment News, Financial Planning, Wealth Management and Reuters.

He earned his Bachelor of Science in History with a minor in Anthropology from Columbia University and currently serves as Class Chair and sits on the President’s Committee on Athletics. Michael received All-Ivy League honors in both football and baseball. In addition, he serves on the Board of Hope & Heroes Children’s Cancer Fund at New York-Presbyterian Hospital.

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Securities offered through Charles Schwab & Co., Inc. Member FINRA/SIPC.
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280 Park Avenue, 25th Floor West, New York, NY 10017 | Phone: 800-339-1367 | Email: This email address is being protected from spambots. You need JavaScript enabled to view it.

Active clients will receive account statements directly from their qualified custodian at least quarterly. Statements should detail all transactions during the period. If you have any questions or are not receiving account statements at least quarterly, please contact us. If at any time you experience any changes in your investment objectives or risk tolerance, please contact us to determine if changes to your investment elections are necessary.

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Michael S. Schwartz is primarily licensed in New York and may be licensed in other states. AR License # 444300, CA License # 0H02771

Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™ and CFP® (with flame design) in the U.S., which it awards to individuals who successfully complete CFP Board's initial and ongoing certification requirements. Advisor is featured in Worth® 2018 Leading Wealth Advisors™, a special section in every edition of Worth® magazine. All persons and firms appearing in this section have completed questionnaires, have been vetted by an advisory group following submission by Worth®, and thereafter paid the standard fees to Worth® to be featured in this section. The information contained herein is for informational purposes, and although the list of advisors presented in this section is drawn from sources believed to be reliable and independently reviewed, the accuracy or completeness of this information is not guaranteed. No person or firm listed in this section should be construed as an endorsement by Worth®, and Worth® will not be responsible for the performance, acts or omissions of any such advisor. It should not be assumed that the past performance of any advisors featured in this special section will equal or be an indicator of future performance. Worth®, a publication of the Worth Group LLC, is a financial publisher and does not recommend or endorse investment, legal or tax advisors, investment strategies or particular investments. Those seeking specific investment advice should consider a qualified and licensed investment professional. Worth® is a registered trademark of the Worth Group LLC.

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