Skip to main content

Mr. Scott Swartz

Profile image
Executive Faculty Department(s): Executive Faculty | Economics and Finance

LL.M. in Taxation  New York University

J.D.  Cleveland-Marshall College of Law

B.S.B.A. in Accounting and Finance  Bowling Green State University

216-397-4508

Field(s) of Expertise

Background

Mr. Swartz has been engaged in the public accounting, legal, and wealth management industries since 1983, beginning as a CPA before spending over 25 years in private law practice.  He is currently in-house Counsel and a Director at Wellspring Financial Advisors in Cleveland.

Courses

PFP-301  Introduction to Financial Planning

PFP-371  Tax Planning

FN-405  Case Studies in Wealth Management

Additional Information

Mr. Swartz has served in leadership and board positions for the Tax Club of Cleveland, Estate Planning Council of Cleveland, the Rocky River City Planning Commission, and the Rocky River Board of Education