Beth Schwartz Email & Phone Number
Director - Investment Performance Standards, Director - Capital Markets Derivatives @ CFA Institute
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Beth Schwartz Location
- New York, NY, US
Beth Schwartz Work
- Director - Investment Performance Standards, Director - Capital Markets Derivatives @ (July 2007 - Present)
- Founder @ Kaiser Performance and Risk (January 2003 - January 2013)
- Manager of Performance and Risk Analysis @ (January 2001 - January 2003)
- Manager of Performance @ Montgomery Asset Management (April 2000 - October 2001)
- Senior Performance Analyst, Performance Analyst, Fund Accountant @ (November 1995 - April 2000)
Beth Schwartz Education
- Florida Atlantic University
BS (Finance)
1992-1995
Beth Schwartz Skills
- Investments
- Alternative Investments
- Derivatives
- Performance Measurement
- Performance Appraisal
- Financial Modeling
- Investment Management
- Asset Management
- Capital Markets
- Bloomberg
- Mutual Funds
- Asset Allocation
- Fixed Income
- Hedge Funds
- Portfolio Management
- Equity Valuation
- GIPS Compliance
- Equity Research
- Financial Markets
- Equities
- Valuation
- Securities
Beth Schwartz Summary
- Beth Schwartz, based in New York, NY, US, is currently a Director - Investment Performance Standards, Director - Capital Markets Derivatives at CFA Institute. Beth Schwartz brings experience from previous roles at Kaiser Performance and Risk, John S. and James L. Knight Foundation, Montgomery Asset Management and Franklin Templeton Group. Beth Schwartz holds a 1992 - 1995 BS in Finance @ Florida Atlantic University. With a robust skill set that includes Investments, Alternative Investments, Derivatives, Performance Measurement, Performance Appraisal and more. Beth Schwartz has 2 emails and 1 mobile phone numbers on RocketReach.
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