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Derek Schwartz

Managing Director, National Sales Manager

Derek Schwartz is Managing Director and National Sales Manager for CION Securities. He plays a vital role in the development, marketing, and sales for numerous alternative investments funds, including private debt, real estate, energy, and business development funds.

Mr. Schwartz has over 20 years of experience working in the financial services and investment industry. He joined CION in 2008 as Regional Vice President for the Mid-Atlantic region before being named head of sales in 2013. Prior to CION, he began his career as a financial specialist with AXA Financial, serving clients in the estate planning and business continuity markets by providing complex insurance and investment strategies. He later joined Merrill Lynch as a financial consultant to high net worth business owners and entrepreneurs, offering investment advice and asset allocation strategies in the equity, bond, and alternative markets. He also worked in Citigroup Asset Management’s sales and distribution business, assisting in the build out of third-party sales in its mutual funds, closed-ends, separately managed accounts, and alternative strategies.

Mr. Schwartz received a bachelor’s degree in communications from Syracuse University. He currently holds FINRA series 6, 7, 24, 63, and 66 licenses.

Check the background of this investment professional on FINRA’s BrokerCheck.

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Contact Us

800.435.5697 sales@cioninvestments.com