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Profil
Mr. Charles C.
Schwartz, CFA MBA, is a Senior Advisor at Eagle Asset Management, Inc. He has over 30 years of Industry Experience.
Mr. Schwartz was previously employed as a Portfolio Manager by Eagle Boston Investment Management, Inc., a Vice President by Maple Capital Management, Inc., and a Senior Vice President & Portfolio Manager by Sentinel Asset Management, Inc.
He received his undergraduate degree from The University of Colorado and an MBA from the University of Louisville.
Anciens postes connus de Charles Crosby Schwartz
| Sociétés | Poste | Fin |
|---|---|---|
Eagle Asset Management, Inc.
 Eagle Asset Management, Inc. Investment ManagersFinance Eagle provides a broad array of equity and fixed income products designed to meet their client’s long-term goals through proprietary, bottom-up, hands-on research and deliberate, thoughtful and calculated stock picking. Their investment philosophy is designed to deliver superior, risk-adjusted returns via both separately managed account and mutual fund platforms. | Gestionnaire de Portefeuille-Actions | 01/01/2020 |
Eagle Boston Investment Management, Inc.
 Eagle Boston Investment Management, Inc. Investment ManagersFinance Eagle Boston Investment Management is a small-cap core manager with a value bias. They seek to build portfolios consisting of the stocks of high quality growth and value companies that have the potential to improve in growth and profitability beyond the market's current expectations that are trading at a discount to their intrinsic or private market values. The firm uses proprietary, bottom-up, fundamental research to identify and invest in a limited number of small- and medium-sized companies that meet certain business and valuation criteria. Eagle Boston's comprehensive due diligence process typically includes company and competitor visits and the development of proprietary analysis and models to value their holdings. The firm's investment approach is designed to create an opportunity for strong investment returns while also reducing downside risk. Eagle Boston seeks to invest in companies that have 3 to 4 times the upside growth potential compared to their downside risk. They look for companies operating in industries with favorable supply/demand dynamics. They also look for companies in industries with a competitive environment that allows for attractive returns on capital. Companies should have clean balance sheets, neutral-to-positive free cash flow and stable-to-improving margins, returns and earnings. | Gestionnaire de Portefeuille-Actions | 29/10/2019 |
Maple Capital Management, Inc.
 Maple Capital Management, Inc. Investment ManagersFinance Maple Capital creates portfolios for their clients using individual stocks, bonds, mutual funds and/or ETFs. Their investment philosophy is based on the premise that equity market inefficiencies can result in stocks trading at significant discounts or premiums to their intrinsic values. Bonds are used in client accounts to generate income and preserve capital. The firm utilizes quantitative and qualitative methods to perform due diligence screening and selection of open- and closed-end mutual funds and exchange trades funds (ETFs). | Gestionnaire de Portefeuille-Actions | 01/10/2005 |
NLG Capital, Inc.
 NLG Capital, Inc. Investment ManagersFinance NLG Capital’s fixed income strategies incorporate sector allocation and security selection decisions to meet the income and capital preservation goals of the client. Based on an analysis of current market conditions and future expectations, the firm allocates to the fixed income sectors, maturities, and securities they believe offer the best relative value and balance between return and risk control within a particular strategy. In conjunction with establishing top-down asset allocation, yield curve and duration positioning, the investment team applies disciplined fundamental analysis to security selection. | Gestionnaire de Portefeuille-Actions | - |
Formation de Charles Crosby Schwartz
Expériences
Fonctions occupées
Actives
Inactives
Sociétés cotées
Entreprise privées
Relations
95
Relations au 1er degré
6
Entreprises liées au 1er degré
Homme
Femme
Administrateurs
Exécutifs
Sociétés liées
| Entreprise privées | 6 |
|---|---|
Eagle Asset Management, Inc.
Eagle Asset Management, Inc. Investment ManagersFinance Eagle provides a broad array of equity and fixed income products designed to meet their client’s long-term goals through proprietary, bottom-up, hands-on research and deliberate, thoughtful and calculated stock picking. Their investment philosophy is designed to deliver superior, risk-adjusted returns via both separately managed account and mutual fund platforms. | Finance |
Eagle Boston Investment Management, Inc.
Eagle Boston Investment Management, Inc. Investment ManagersFinance Eagle Boston Investment Management is a small-cap core manager with a value bias. They seek to build portfolios consisting of the stocks of high quality growth and value companies that have the potential to improve in growth and profitability beyond the market's current expectations that are trading at a discount to their intrinsic or private market values. The firm uses proprietary, bottom-up, fundamental research to identify and invest in a limited number of small- and medium-sized companies that meet certain business and valuation criteria. Eagle Boston's comprehensive due diligence process typically includes company and competitor visits and the development of proprietary analysis and models to value their holdings. The firm's investment approach is designed to create an opportunity for strong investment returns while also reducing downside risk. Eagle Boston seeks to invest in companies that have 3 to 4 times the upside growth potential compared to their downside risk. They look for companies operating in industries with favorable supply/demand dynamics. They also look for companies in industries with a competitive environment that allows for attractive returns on capital. Companies should have clean balance sheets, neutral-to-positive free cash flow and stable-to-improving margins, returns and earnings. | Finance |
NLG Capital, Inc.
NLG Capital, Inc. Investment ManagersFinance NLG Capital’s fixed income strategies incorporate sector allocation and security selection decisions to meet the income and capital preservation goals of the client. Based on an analysis of current market conditions and future expectations, the firm allocates to the fixed income sectors, maturities, and securities they believe offer the best relative value and balance between return and risk control within a particular strategy. In conjunction with establishing top-down asset allocation, yield curve and duration positioning, the investment team applies disciplined fundamental analysis to security selection. | Finance |
Maple Capital Management, Inc.
Maple Capital Management, Inc. Investment ManagersFinance Maple Capital creates portfolios for their clients using individual stocks, bonds, mutual funds and/or ETFs. Their investment philosophy is based on the premise that equity market inefficiencies can result in stocks trading at significant discounts or premiums to their intrinsic values. Bonds are used in client accounts to generate income and preserve capital. The firm utilizes quantitative and qualitative methods to perform due diligence screening and selection of open- and closed-end mutual funds and exchange trades funds (ETFs). | Finance |
The University of Colorado
 The University of Colorado Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
University of Louisville
 University of Louisville Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
