Jeff Schwartz

Jeff Schwartz

Analyst-Equity at Loomis, Sayles & Co. LP

Finance
Consumer Services

Profile

Mr. Jeffrey M.
Schwartz, CFA MBA, is a Portfolio Manager at Loomis, Sayles & Co. LP.
In addition to his portfolio management responsibilities, he also maintains primary research coverage for the utilities sector and the transportation industry.
Mr. Schwartz joined Loomis Sayles from Palisade Capital Management in Fort Lee, NJ, where he was Senior Portfolio Manager of a small cap strategy from late 2004 until 2012.
Prior to Palisade, he managed a small cap fund at Safeco Asset Management in Seattle, WA from 2003 until 2004.
From 1992 until 2001, he was a Senior Portfolio Manager and principal at Munder Capital Management in Birmingham, Michigan, most recently co-managing their microcap and small cap portfolios.
Mr. Schwartz earned a BA in mathematics from the State University of New York at Binghamton and an MBA from the University of Michigan.

Jeff Schwartz active positions

CompaniesPositionStart
Analyst-Equity 29/02/2012
All active positions of Jeff Schwartz

Former positions of Jeff Schwartz

CompaniesPositionEnd
Investment Committee Member -
SAFECO Asset Management Portfolio Manager-Equities 30/12/2003
Portfolio Manager-Equities -
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Training of Jeff Schwartz

University of Michigan Masters Business Admin
The State University of New York Undergraduate Degree

Experiences
Positions held

Active

Inactive

Listed companies

Private companies

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Connections

100 +

1st degree connections

6

1st degree companies

Male

Female

Members of the board

Executives

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Linked companies

Private companies4

Finance

SAFECO Asset Management

Finance

Finance

Finance

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