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Profil
Ronald H.
Schwartz worked as a Senior Portfolio Manager at Virtus Fixed Income Advisers LLC from 2014 to 2023.
Prior to that, he was a Director at StableRiver Capital Management from 2008 to 2014, and a Senior Portfolio Manager at Trusco Capital Management, Inc. from 1988 to 2008.
Schwartz received his undergraduate degree from Adelphi University in 1979.
Anciens postes connus de Ron Schwartz
| Sociétés | Poste | Fin |
|---|---|---|
Virtus Fixed Income Advisers LLC
 Virtus Fixed Income Advisers LLC Investment ManagersFinance VFIA is an active bond manager who believes that the market offers potential opportunities for returns to investors who understand and correctly value Fixed Income securities. The firm focuses their management efforts on the bottom-up principle of security selection along with top-down strategies for sector allocation and yield curve structure using rigorous fundamental research as well as a series of proprietary and third-party tools to identify value. Their diversified portfolios of well-researched companies, value-added security structures and sector rotation seek to provide attractive spreads above the benchmark, regardless of the level or direction of interest rates, at controlled risk levels. | Membre du Comité d'Investissement | 15/06/2023 |
StableRiver Capital Management
 StableRiver Capital Management Investment ManagersFinance StableRiver Capital Management is an institutional fixed-income manager that specializes in high-quality taxable and high-quality tax-exempt portfolios. Their approach considers duration management, yield curve positioning, sector allocation and security selection. The firm's strategies combine top-down management with bottom-up security selection to provide diversification and superior portfolio return potential in a variety of economic environments. The firm's short duration strategies seek to provide a high a level of current income relative to funds with like investment objectives that is consistent with capital preservation. They invest primarily in short- to intermediate-term investment-grade fixed-income securities. StableRiver's short duration strategies include: Ultra-Short Bond, US Government Securities, Ultra-Short Bond, Short-Term US Treasury Securities, Short-Term Bond and Stable Value. StableRiver's liquidity strategies are suitable for investors that seek a short-term cash management tool as part of their overall investment strategy. The firm's liquidity strategies seek to provide a high a level of current income that is consistent with capital preservation and liquidity through investments exclusively in high-quality money market instruments. StableRiver's liquidity strategies include: Institutional Cash Management, Institutional Municipal Cash Reserve, Institutional US Government Securities, Institutional US Treasury Securities, Prime Quality, US Government Securities, US Treasury Securities, Tax-Exempt and Virginia Tax-Free. StableRiver offers two tax-exempt investment approaches. Their national intermediate strategy seeks to provide a high level of after-tax total return and to provide the best combination of tax-free income and capital appreciation. The firm also offers state-specific strategies that are designed to produce a high level of tax-free income and utilize more of a buy-and-hold approach. The national high grade portfolio is a balance of the two approaches. Stable River's tax-exempt products include: Investment Grade Tax-Exempt Bond, High Grade Municipal Bond, Georgia Tax-Exempt Bond, Maryland Municipal Bond, North Carolina Tax-Exempt Bond and Virginia Intermediate Municipal Bond. | Portfolio Manager-Fixed Income | 30/05/2014 |
Trusco Capital Management, Inc.
 Trusco Capital Management, Inc. Investment ManagersFinance Ridgeworth employs a comprehensive allocation process that enables them to develop an efficient and appropriate asset allocation for each client. The process incorporates an objective analytical framework that three distinct activities: efficient frontier modeling, plus tactical overlay and asset allocation. Through efficient frontier modeling they derive long-term strategic investment solutions using expected returns, standard deviations and cross-correlation matrix analysis. Their plus tactical overlay evaluates asset class performance and looks for extremes and absolute and relative performance. Riverfront's portfolio maintenance strategy maintains the optimal allocation through systematic and unemotional rebalancing. | Portfolio Manager-Fixed Income | 30/03/2008 |
Formation de Ron Schwartz
Expériences
Fonctions occupées
Actives
Inactives
Sociétés cotées
Entreprise privées
Relations
74
Relations au 1er degré
4
Entreprises liées au 1er degré
Homme
Femme
Administrateurs
Exécutifs
Sociétés liées
| Entreprise privées | 4 |
|---|---|
Virtus Fixed Income Advisers LLC
Virtus Fixed Income Advisers LLC Investment ManagersFinance VFIA is an active bond manager who believes that the market offers potential opportunities for returns to investors who understand and correctly value Fixed Income securities. The firm focuses their management efforts on the bottom-up principle of security selection along with top-down strategies for sector allocation and yield curve structure using rigorous fundamental research as well as a series of proprietary and third-party tools to identify value. Their diversified portfolios of well-researched companies, value-added security structures and sector rotation seek to provide attractive spreads above the benchmark, regardless of the level or direction of interest rates, at controlled risk levels. | Finance |
Trusco Capital Management, Inc.
Trusco Capital Management, Inc. Investment ManagersFinance Ridgeworth employs a comprehensive allocation process that enables them to develop an efficient and appropriate asset allocation for each client. The process incorporates an objective analytical framework that three distinct activities: efficient frontier modeling, plus tactical overlay and asset allocation. Through efficient frontier modeling they derive long-term strategic investment solutions using expected returns, standard deviations and cross-correlation matrix analysis. Their plus tactical overlay evaluates asset class performance and looks for extremes and absolute and relative performance. Riverfront's portfolio maintenance strategy maintains the optimal allocation through systematic and unemotional rebalancing. | Finance |
Adelphi University
 Adelphi University Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
StableRiver Capital Management
StableRiver Capital Management Investment ManagersFinance StableRiver Capital Management is an institutional fixed-income manager that specializes in high-quality taxable and high-quality tax-exempt portfolios. Their approach considers duration management, yield curve positioning, sector allocation and security selection. The firm's strategies combine top-down management with bottom-up security selection to provide diversification and superior portfolio return potential in a variety of economic environments. The firm's short duration strategies seek to provide a high a level of current income relative to funds with like investment objectives that is consistent with capital preservation. They invest primarily in short- to intermediate-term investment-grade fixed-income securities. StableRiver's short duration strategies include: Ultra-Short Bond, US Government Securities, Ultra-Short Bond, Short-Term US Treasury Securities, Short-Term Bond and Stable Value. StableRiver's liquidity strategies are suitable for investors that seek a short-term cash management tool as part of their overall investment strategy. The firm's liquidity strategies seek to provide a high a level of current income that is consistent with capital preservation and liquidity through investments exclusively in high-quality money market instruments. StableRiver's liquidity strategies include: Institutional Cash Management, Institutional Municipal Cash Reserve, Institutional US Government Securities, Institutional US Treasury Securities, Prime Quality, US Government Securities, US Treasury Securities, Tax-Exempt and Virginia Tax-Free. StableRiver offers two tax-exempt investment approaches. Their national intermediate strategy seeks to provide a high level of after-tax total return and to provide the best combination of tax-free income and capital appreciation. The firm also offers state-specific strategies that are designed to produce a high level of tax-free income and utilize more of a buy-and-hold approach. The national high grade portfolio is a balance of the two approaches. Stable River's tax-exempt products include: Investment Grade Tax-Exempt Bond, High Grade Municipal Bond, Georgia Tax-Exempt Bond, Maryland Municipal Bond, North Carolina Tax-Exempt Bond and Virginia Intermediate Municipal Bond. | Finance |
