CoverProfile

Joshua Schwartz

Chief Executive Officer and RPA Founding President

Retirement Plan Advisors

United States, Illinois, Chicago

About Me

Josh Schwartz is a founding Principal and Chief Executive Officer of RPA. He leads the firm’s dynamic approach to retirement plan design and investment advisory services, with an emphasis on driving positive, measurable impacts on participant retirement outcomes. He serves on RPA’s Investment Committee and is actively engaged in all aspects of the firm’s strategic planning and growth initiatives. Josh began his career serving public sector retirement plans in 1989. He has held various roles over the years, bringing extensive experience overseeing plan design, investment menu selection, RFP processes, internal back-office operations, compliance, and investment advice. As Regional Dire

View more

Profile Information

Chief Executive Officer and RPA Founding President

Retirement Plan Advisors

Investment Team,Operations Team

Investor

RIA/Wealth Manager/Asset Manager

Chicago

Illinois

United States

May 27, 2025

More profiles to browse

AG
Alex Gault
Investment Analyst
KM
Ken Mergen
President and Vice President - Group Retirement Plans
Profile Photo
Christopher Mcgrath
Principal & COO
Profile Photo
Timothy Rozelle
Area Director

You Might Like

RA
Richard A. Davies
Partner, COO & CCO
O‘Brien Wealth Partners LLC
BH
Bob Helmer
President Emeritus
Baldwin Wallace University
KA
Kimberly A. Griego-Kiel
Founding Partner Emerita
Horizons Sustainable Financial Services
BW
Bill Wood
Managing Member, Principal
Nova R Wealth