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As a college student selling insurance, Andy Schwartz didn’t envision that someday he’d be at the helm of an $8B RIA but he did know he was on to something. Growing up in a lower-middle-class family in New Jersey that didn’t “have much” but worked hard for all that they did have, Andy learned early on that success isn’t necessarily about “where you go to college or where you grow up.” Andy went from selling just insurance at Northwestern Mutual to managing $3.5B in assets as the leader of one of the largest groups at the firm. After nearly three decades, he and the team left Northwestern in 2014 to go fully independent as Bleakley Financial Group.

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