Jacob Swartz Email & Phone Number
Private Client Advisor | Director of Research @ Main Street Research
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Jacob Swartz Location
- San Francisco, CA, US
Jacob Swartz Work
- Private Client Advisor | Director of Research @ (May 2021 - Present)
- Board Member @ (December 2025 - Present)
- Buyside Sales Account Manager @ (February 2021 - June 2021)
- Senior Portfolio Risk and Analytics Specialist and Fixed Income Specialist @ (July 2019 - February 2021)
- Junior Analyst @ (December 2017 - August 2018)
- Sales and Business Development Intern @ (June 2017 - August 2017)
- M and A Research Intern @ (January 2017 - April 2017)
Jacob Swartz Education
- Chapman University
Bachelor’s Degree (Major in Business Administration with an emphasis in Finance)
2015-2019
Jacob Swartz Summary
- Jacob Swartz, based in San Francisco, CA, US, is currently a Private Client Advisor | Director of Research at Main Street Research. Jacob Swartz brings experience from previous roles at Buckelew Programs Inc, Bloomberg LP and MBF Capital Management. Jacob Swartz holds a 2015 - 2019 Bachelor’s Degree in Major in Business Administration with an emphasis in Finance @ Chapman University. Jacob Swartz has 2 emails and 2 mobile phone numbers on RocketReach.
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