Stefan Schwarz

Analyst-Equity at

Jefferies LLC

Finance

Consumer Services

Commercial Services

Profile

Stefan Schwarz is currently an Equity Associate at Jefferies LLC since 2025.
Formerly, Mr. Schwarz was an Associate at Truist Securities, Inc. from 2024 to 2025, an Associate Equity Analyst at Wells Fargo Securities LLC from 2023 to 2024, a Research Associate at Morgan Stanley & Co. LLC from 2019 to 2020, an Associate Portfolio Manager at Sanford C.
Bernstein & Co. LLC from 2016 to 2019, a Consultant at Dixon Hughes Goodman LLP from 2015 to 2016, and a Client Service Associate at Morgan Stanley & Co. LLC from 2013 to 2015.
Mr. Schwarz completed undergraduate education at Tufts University in 2013.

Stefan Schwarz active positions

Companies	Position	Start
Jefferies LLC Jefferies LLC Investment Banks/BrokersFinance Provides brokerage services	Analyst-Equity	30/09/2025

All active positions of Stefan Schwarz

Former positions of Stefan Schwarz

Companies	Position	End
Truist Securities, Inc. Truist Securities, Inc. Investment Banks/BrokersFinance Provides brokerage services	Analyst-Equity	30/09/2025
Wells Fargo Securities LLC Wells Fargo Securities LLC Investment Banks/BrokersFinance Provides brokerage services	Analyst-Equity	31/08/2024
Morgan Stanley & Co. LLC Morgan Stanley & Co. LLC Investment Banks/BrokersFinance Provides brokerage services	Analyst-Equity	29/02/2020
Sanford C. Bernstein & Co. LLC Sanford C. Bernstein & Co. LLC Investment Banks/BrokersFinance Provides brokerage services	Corporate Officer/Principal	31/12/2018
Dixon Hughes Goodman LLP Dixon Hughes Goodman LLP Miscellaneous Commercial ServicesCommercial Services Provides accounting, tax and advisory services	Corporate Officer/Principal	30/09/2016

See the detail of Stefan Schwarz's experience

Training of Stefan Schwarz

Experiences
Positions held

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Private companies

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Linked companies

Private companies	7
Truist Securities, Inc. Truist Securities, Inc. Investment Banks/BrokersFinance Provides brokerage services	Finance
Jefferies LLC Jefferies LLC Investment Banks/BrokersFinance Provides brokerage services	Finance
Morgan Stanley & Co. LLC Morgan Stanley & Co. LLC Investment Banks/BrokersFinance Provides brokerage services	Finance
Sanford C. Bernstein & Co. LLC Sanford C. Bernstein & Co. LLC Investment Banks/BrokersFinance Provides brokerage services	Finance
Tufts University Tufts University Other Consumer ServicesConsumer Services Functions as a College/University	Consumer Services
Wells Fargo Securities LLC Wells Fargo Securities LLC Investment Banks/BrokersFinance Provides brokerage services	Finance
Dixon Hughes Goodman LLP Dixon Hughes Goodman LLP Miscellaneous Commercial ServicesCommercial Services Provides accounting, tax and advisory services	Commercial Services