Sheryl Schwartz Overview

  • Primary Position
  • Co-Founder & Chi...

Sheryl Schwartz General Information

Biography

Ms. Sheryl Schwartz is a Co-Founder and serves as Chief Investment Officer at ALTI Financial. Ms. Sheryl Schwartz serves as Adjunct Faculty, Finance at Fordham University Endowment. She served as Managing Director, Investments and Member of Investment and Executive Committee at Caspian Private Equity. She was previously a Senior Managing Director of Perseus and worked on mezzanine debt investments, private equity investments, and investor relations. Prior to joining Perseus in 2010, Ms. Schwartz was head of TIAA-CREF's alternative investment team. She joined TIAA in 1988 and performed a variety of functions there, including three years investing in corporate private placements, two years trading secondary private placements, and four years investing in mortgage and asset-backed securities. Beginning in 1997, Ms. Schwartz was appointed to establish and develop TIAA's alternative investment portfolio. During the following 13 years, Ms. Schwartz built a diversified portfolio of approximately $13 billion of commitments in alternative investments, including investments in buyouts, venture capital, distressed and turnaround, mezzanine debt, energy and infrastructure, and timber. As head of TIAA's alternative investment team, Ms. Schwartz managed a team of 10 professionals and was responsible for all fund, direct private equity co-investment, and mezzanine debt opportunities sourced from TIAA's relationships with fund managers. Ms. Schwartz has over 22 years of experience investing in fixed-income and alternative investments. She serves on the Board of Directors of the Women's Association of Venture and Equity, Inc. (WAVE), which is a nonprofit organization that is committed to the development and advancement of women in private equity and venture capital. She was also a long-time member of the Institutional Limited Partners Association (ILPA). Ms. Schwartz holds both a B.S. and an M.B.A. in Finance from New York University. She served as Managing Director, Investments at Flexstone Partners.

Contact Information

Primary Position
Co-Founder & Chief Investment Officer, ALTI Financial
Education
New York University, BS (Bachelor of Science)
New York University, MBA (Master of Business Administration)
Gender
Female
Email
sh
Address
  • 110 East 40th Street
  • Suite 803
  • New York, NY 10016
  • United States

Sheryl Schwartz Positions (2)

Firm name Firm type Title Location Industry Since
ALTI Financial Company Co-Founder & Chief Investment Officer New York, NY Financial Software
Fordham University Endowment Limited Partner Adjunct Faculty, Finance Bronx, NY Endowment

Sheryl Schwartz Network (5)

Board Members (5)

Name Company Representing Location From
Jeffrey Plunkett JD Caspian Private Equity Natixis Investment Managers New York, NY
David Marcus Caspian Private Equity Self New York, NY
Caspian Private Equity Caspian Private Equity New York, NY

Sheryl Schwartz FAQs

  • Who is Sheryl Schwartz?

    Ms. Sheryl Schwartz is a Co-Founder and serves as Chief Investment Officer at ALTI Financial.

  • How much does Sheryl Schwartz typically invest?

    Sheryl Schwartz's median deal size is .

  • What is Sheryl Schwartz’s main position?

    Sheryl Schwartz’s primary position is Co-Founder & Chief Investment Officer.

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