Jocelyn Schwartz

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Consumer Services

Finance

Profile

Jocelyn Schwartz worked as the Director of Private Client Group at SCS Capital Management LLC from 2013 to 2021.
Prior to that, she worked as the Director of Estate Planning at FMR LLC from 1994 to 1997.
Ms. Schwartz received an undergraduate degree from Ithaca College and graduate degrees from New England School of Law and Boston University School of Law.

Former positions of Jocelyn Schwartz

Companies	Position	End
SCS Capital Management LLC SCS Capital Management LLC Investment ManagersFinance SCS seeks to construct portfolios with higher expected returns and better downside protection over the investment horizon. The firm utilizes low-cost, liquid, and passive strategies—index, enhanced index, tax-managed, and ‘smart beta’—in areas of the capital markets where active management has shown difficulties in producing excess returns.	Portfolio Manager-Equities	28/02/2021
FMR LLC FMR LLC Investment ManagersFinance Provides investment advice	Corporate Officer/Principal	30/12/1997

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Private companies	5
SCS Capital Management LLC SCS Capital Management LLC Investment ManagersFinance SCS seeks to construct portfolios with higher expected returns and better downside protection over the investment horizon. The firm utilizes low-cost, liquid, and passive strategies—index, enhanced index, tax-managed, and ‘smart beta’—in areas of the capital markets where active management has shown difficulties in producing excess returns.	Finance
Ithaca College Ithaca College Other Consumer ServicesConsumer Services Functions as a College/University	Consumer Services
FMR LLC FMR LLC Investment ManagersFinance Provides investment advice	Finance
New England School of Law New England School of Law Other Consumer ServicesConsumer Services Functions as a College/University	Consumer Services
Boston University School of Law Boston University School of Law Other Consumer ServicesConsumer Services Functions as a College/University	Consumer Services