Robert Schwartz Application PackageSchwartz Robert MNAME:
Last Name First Name Middle Initial
6360 Allison Road Miami BeachHOME ADDRESS:
Apt No.Home No./Street City
Florida 33141
State Zip Code
3058125722 3058125722PHONE:
Home Work
Robert@southbeachasset.com
Email Address
Miami Beach
Street
300 71 Street suite 600
City
Florida
State
33141
Zip Code
Address:
South Beach Asset Management Position:Business Name:Money Management
Pursuant to City Code section 2-22(4) a and b: Members of agencies, boards, and committees shall be affiliated with the city; this
requirement shall be fulfilled in the following ways: a) an individual shall have been a resident of the city for a minimum of six
months; or b) an individual shall demonstrate ownership/interest for a minimum of six months in a business established in the city.
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Ɣ3OHDVHcircle one): I am now a resident of:
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Yes
Yes
Middle Beach
No
I have lived in Miami Beach 29 years. Extremely active in all things dealing with water. Boating, Fishing, Beach. Took Coast Gu
Please list your preferences in order of ranking [1] first choice [2] second choice, and [3] third choice. Please note that only three (3)
choices will be observed by the City Clerk’s Office. (Regular Boards of City)
Choice 1:
Choice 2:
Choice 3:
Marine and Waterfront Protection Authority
Budget Advisory Committee
Planning Board
No2. Present participation in Youth Center activities by your children
Note: If applying for Youth Advisory Board, please indicate your affiliation with the Scott Rakow Youth Center:
1. Past service on the Youth Center Advisory Board:
No Years of Service:
ages, and which programs. List below:
if yes, please list the names of your children, their
CITY OF MIAMI BEACH
BOARD AND COMMITTEE APPLICATION FORM
* Board members are required to file Form 1 – "Statement of Financial Interest" with the State.
If you seek appointment to a professional seat (e.g., lawyer, architect, etc.) on the Board of Adjustment, Design Review
Board, Historic Preservation Board or Planning Board, attach a copy of your currently-effectively license, and furnish the
following information:
Type of Professional License_______________________________ License Number
______________________________
License Issuance Date ___________________________________ License Expiration Date
_______________________
Name Title
Marine Authority Vice Chairman
NoƔHave you ever been convicted of a felony:If yes, please explain in detail:
ƔDo you currently have a violation(s) of City of Miami Beach codes:No If yes, please explain in detail:
ƔDo you currently owe the City of Miami Beach any money:No If yes, please explain in detail:
ƔAre you currently serving on any City Boards or Committees:Yes If yes, which board?
Marine Authority
ƔWhat organizations in the City of Miami Beach do you currently hold membership in?
ƔList all properties owned or have an interest in, which are located within the City of Miami Beach:
Property
6360 Allison Road Miami Beach
ƔI am now employed by the city of Miami Beach:No Which department?
The following information is voluntary and is neither part of your application nor has any bearing on your consideration for appointment. It is
being asked to comply with federal equal opportunity reporting requirements.
MaleGender:
Physically Challenged:No
White
Race/Ethnic Categories
What is your race? Mark one or more races to indicate what you consider yourself to be.
Other Description:
Are you Spanish/Hispanic/ Latino? Mark the "No" box if not Spanish / Hispanic / Latino.Yes
NOTE: If appointed, you will be required to follow certain laws which apply to city board/committee members.
These laws include, but are not limited to, the following:
o Prohibition from directly or indirectly lobbying city personnel (Miami Beach City Code section 2-459).
o Prohibition from contracting with the city (Miami-Dade County Code section 2-11.1).
o Prohibition from lobbying before board/committee you have served on for period of one year after leaving office (Miami
Beach Code section 2-26).
o Requirement to disclose certain financial interests and gifts (Miami-Dade County Code section 2-11.1).
(re: CMB Community Development Advisory Committee): prohibition, during tenure and for one year after leaving office,
from having any interest in or receiving any benefit from Community Development Block Grant funds for either yourself,
or those with whom you have business or immediate family ties (CFR 570.611).
Upon request, copies of these laws may be obtained from the City Clerk.
“I hereby attest to the accuracy and truthfulness of the application and have received, read and will abide by Chapter 2, Article
VII – of the City Code “Standards of Conduct for City Officers, Employees and Agency Members.”
I Robert Schwartz agreed to the following terms on 12/14/2017 12:41:52 PM
Received in the City Clerk's Office by:
Name of Deputy Clerk
Control No.
Date
Robert M. Schwartz
Robert has been Self employed since 1985...this is simple fact sheet
1989 Co Founded investment firm Schwartz & Company
1989 Became Member of Philadelphia Stock Exchange managed accounts and investments
2000-Present Founded South Beach Asset Management located on Miami Beach. Continue to monitor
investments
2004 - present Licensed in Life Insurance ...Offer Life Insurance to clients
Miami Beach History
Moved to Miami Beach In 1989
Joined Mount Sinai Young Presidents
Vice President of Allison Island Howmeowner Association
Vice Chairman of Marine and Waterfront Protection Authority
Active in Schools, along with my with I have raised my two daughters who live and work on Miami
Beach. My wife as well has lived her whole life on Miami Beach and gone to all the schools (same time
as Mayor) and actively works on Miami Beach as well.
Robert Schwartz
State of Florida Insurance Life Insurance License
#FL E074338