![Stuart Schwartz](data:image/svg+xml,<svg xmlns="http://www.w3.org/2000/svg" width="16" height="16" fill="%231b1b1b" class="bi bi-person-fill" viewBox="0 0 16 16"><path d="M3 14s-1 0-1-1 1-4 6-4 6 3 6 4-1 1-1 1zm5-6a3 3 0 1 0 0-6 3 3 0 0 0 0 6"/></svg>)
Profil
Mr. Stuart Schwartz is a Director of Operations at Cubic Asset Management LLC.
Prior to joining Cubic Asset Management, he was the head trader for The Roosevelt Investment Group.
His responsibilities also included the oversight of all the daily operations including the company’s software systems and order management systems.
Previously, he was an OTC market maker for Deutsch Bank.
Mr. Schwartz received his B.S.
in business from the University of Maryland.
He currently holds his series 7, 55, and 63 NASD licenses.
Anciens postes connus de Stuart Schwartz
| Sociétés | Poste | Fin |
|---|---|---|
The Roosevelt Investment Group LLC
 The Roosevelt Investment Group LLC Investment ManagersFinance Roosevelt Investments manages several equity, fixed income, balanced and customized strategies. The firm offers actively managed domestic equity strategies that break away from the traditional mold of style box investing and pursue a flexible approach. They look for both stocks that are out-of-favor and considered undervalued (Value), as well as stocks with under-appreciated growth potential (Growth). These strategies typically employ the firm's thematic process, which is a synthesis of top-down and bottom-up methods. Their fixed income strategies include both global and domestic actively managed multi-sector fixed income strategies across the risk/return spectrum. Roosevelt Investments’ active risk management and thematic processes may be used in their global fixed income strategy but is not typically employed in their domestic fixed income strategies. | Trading-Equity | 31/08/2007 |
Deutsche Bank Capital Corp.
 Deutsche Bank Capital Corp. Investment Banks/BrokersFinance Provides securities brokerage services | Corporate Officer/Principal | - |
Monarch Financial Corp. of America
 Monarch Financial Corp. of America Investment Banks/BrokersFinance Provides brokerage services | Corporate Officer/Principal | - |
Formation de Stuart Schwartz
Expériences
Fonctions occupées
Actives
Inactives
Sociétés cotées
Entreprise privées
Relations
98
Relations au 1er degré
4
Entreprises liées au 1er degré
Homme
Femme
Administrateurs
Exécutifs
Sociétés liées
| Entreprise privées | 4 |
|---|---|
Monarch Financial Corp. of America
Monarch Financial Corp. of America Investment Banks/BrokersFinance Provides brokerage services | Finance |
The Roosevelt Investment Group LLC
The Roosevelt Investment Group LLC Investment ManagersFinance Roosevelt Investments manages several equity, fixed income, balanced and customized strategies. The firm offers actively managed domestic equity strategies that break away from the traditional mold of style box investing and pursue a flexible approach. They look for both stocks that are out-of-favor and considered undervalued (Value), as well as stocks with under-appreciated growth potential (Growth). These strategies typically employ the firm's thematic process, which is a synthesis of top-down and bottom-up methods. Their fixed income strategies include both global and domestic actively managed multi-sector fixed income strategies across the risk/return spectrum. Roosevelt Investments’ active risk management and thematic processes may be used in their global fixed income strategy but is not typically employed in their domestic fixed income strategies. | Finance |
University of Maryland
 University of Maryland Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
Deutsche Bank Capital Corp.
Deutsche Bank Capital Corp. Investment Banks/BrokersFinance Provides securities brokerage services | Finance |
