Jacob Swartz
Director of Research - Equity at Main Street Research LLC
Profile
Mr. Jacob Swartz is a Private Client Advisor & Director of Research at Main Street Research LLC.
He is responsible for leading the firm research activities and delivering exceptional results for our clients by utilizing his extensive knowledge in portfolio construction, security, and market analysis.
Mr. Swartz brings a wealth of experience in research, portfolio management, and client service to our team, having previously served as a Senior Portfolio Risk and Analytics Specialist at Bloomberg LP, where he honed his skills in portfolio optimization, performance backtesting, and scenario analysis.
He graduated from Chapman University, Argyros School of Business and Economics with a Bachelor of Science Management (BS) in Finance and holds a Series 65 securities license.
Jacob Swartz active positions
| Companies | Position | Start |
|---|---|---|
Main Street Research LLC
 Main Street Research LLC Investment ManagersFinance Main Street Research LLC (MSR) is an independent, SEC-registered investment advisor and wealth management firm headquartered in Sausalito, California. The firm was founded by James E. Demmert in 1993. MSR provides wealth management services to individuals, families and foundations. | Director of Research - Equity | 2022-12-31 |
Training of Jacob Swartz
| Chapman University | Undergraduate Degree |
Experiences
Positions held
Connections
1st degree connections
1st degree companies
Male
Female
Members of the board
Executives
Linked companies
| Private companies | 1 |
|---|---|
Main Street Research LLC
Main Street Research LLC Investment ManagersFinance Main Street Research LLC (MSR) is an independent, SEC-registered investment advisor and wealth management firm headquartered in Sausalito, California. The firm was founded by James E. Demmert in 1993. MSR provides wealth management services to individuals, families and foundations. | Finance |
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