Sam Swartz Location

Seattle, WA, US

Sam Swartz Work

  • 2008 - 2011 Associate Portfolio Manager @ Parametric
  • 2001 - 2008 Institutional Account Executive and Senior Portfolio Analyst and Mortgage Trader and Financial Analyst @ Washington Mutual/WaMu Capital Corp

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

Sam Swartz Summary

Sam Swartz, based in Seattle, WA, US, is currently a Director, Custom Core Portfolio Management at Parametric. Sam Swartz brings experience from previous roles at Parametric, Parametric Portfolio Associates 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 2 emails and 1 mobile phone numbers on RocketReach.

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