May 6, 2021
From Insurance Sales to $8B RIA: A Northwestern Mutual Breakaway Story
The Diamond Podcast for Financial AdvisorsAbout this episode
Andy Schwartz went from selling insurance at Northwestern Mutual to managing $3.5B in assets and leading one of the firm’s largest groups. In 2014 they left to go independent as Bleakley Financial Group, now managing $8B in assets as a hybrid RIA.