Jodi J. Schwartz, a partner at Wachtell, Lipton, Rosen & Katz, focuses on the tax aspects of corporate transactions, including mergers and acquisitions, joint ventures, spin-offs and financial instruments. Ms. Schwartz has been the principal tax lawyer on numerous domestic and cross-border transactions in a wide range of industries. She was elected partner in 1990.
Jodi received her B.S. in Economics magna cum laude from the University of Pennsylvania in 1981, her M.B.A. from the University of Pennsylvania (Wharton School) in 1984, her J.D. magna cum laude from the University of Pennsylvania Law School in 1984 and her LL.M. in taxation from the New York University Law School in 1987.
She is recognized as one of the world’s leading lawyers in the field of taxation, including being selected by Chambers Global Guide to the World’s Leading Lawyers, Chambers USA Guide to America’s Leading Lawyers for Business, International Who’s Who of Business Lawyers and as a tax expert by Euromoney Institutional Investor Expert Guides. In addition, she is a member of the Executive Committee and past chair of the Tax Section of the New York State Bar Association and also is a member of the American College of Tax Counsel.
Jodi serves as an officer of the Jewish Federations of North America, as a member of the board and Executive Committees of UJA Federation of New York and of the Steep Rock Association (a land trust in Washington Connecticut) and is a member of the Board of Overseers of the University of Pennsylvania Law School. She also chairs the Board of Trustees of The Gateway School and serves on the Board at The Browning School.
Jodi and her husband, Steven Richman, have two children, Lucas (a junior at Browning) and Jessica, a freshman at the University of Pennsylvania.