Sam Swartz Email & Phone Number
Executive Director, Custom Core Portfolio Management
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Sam Swartz Location
- Seattle, WA, US
Sam Swartz Work
- Executive Director, Custom Core Portfolio Management @ Parametric (August 2018 - Present)
- Senior Portfolio Manager @ Parametric (November 2015 - July 2018)
- Portfolio Manager @ Parametric (November 2011 - October 2015)
- Associate Portfolio Manager @ Parametric (April 2008 - October 2011)
- Institutional Account Executive and Senior Portfolio Analyst and Mortgage Trader and Financial Analyst @ Washington Mutual/WaMu Capital Corp (July 2001 - March 2008)
Sam Swartz Education
- Seattle University
MBA
2011-2013 - Western Washington University
BA in Business Administration (Finance Concentration, Minor Economics)
1997-2001
Sam Swartz Skills
- Portfolio Management
- Asset Allocation
- Investment Management
- Investments
- Financial Modeling
- Asset Management
- Hedge Funds
- Series 7
- Securities
- Microsoft Excel
- Equities
- Fixed Income
- Alternative Investments
- Equity Research
- Bloomberg
Sam Swartz Summary
- Sam Swartz, based in Seattle, WA, US, is currently a Executive Director, Custom Core Portfolio Management at Parametric. Sam Swartz brings experience from previous roles at Parametric and Washington Mutual/WaMu Capital Corp. Sam Swartz holds a 2011 - 2013 MBA @ Seattle University. With a robust skill set that includes Portfolio Management, Asset Allocation, Investment Management, Investments, Financial Modeling and more. Sam Swartz has 1 emails and 1 mobile phone numbers on RocketReach.
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