CHESAPEAKE WEALTH MANAGEMENT HAS MORE THAN 45 YEARS OF BUILDING WEALTH, MANAGING TRUSTS AND PRESERVING LEGACIES, RIGHT HERE AT HOME.
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Beth Swartz has nearly 30 years of experience in the financial services industry, with a focus on customized portfolio management, performance measurement, and client relationships. Her primary areas of expertise are in fixed income assets, the management of mutual funds and money market funds, and working with high-net-worth persons.
Prior to joining CWM, Ms. Swartz was Senior Vice President, Fixed Income Manager and Investment Services Manager for the Trust Company of Virginia, where she worked for 20 years. Prior experience includes serving as Fixed Income Portfolio Manager at Signet Asset management (Signet Bank) in Richmond, and at Sovran Bank.
A native of Greater Richmond, Ms. Swartz is a graduate of Virginia Commonwealth University, where she earned a Bachelor of Science in Economics.