Perfil
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.
Antiguos cargos conocidos de Jocelyn Schwartz.
| Empresas | Cargo | Fin |
|---|---|---|
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. | Gestor de Cartera-Acciones | 01/03/2021 |
FMR LLC
FMR LLC Investment ManagersFinance Provides investment advice | Corporate Officer/Principal | 31/12/1997 |
Formación de Jocelyn Schwartz.
Experiencias
Funciones ocupadas
Activas
Inactivas
Empresas cotizadas
Empresas privadas
Relaciones
Relaciones de 1er grado
Empresas vinculadas al 1er grado
Hombre
Mujer
Administradores
Ejecutivos
Empresas relacionadas
| Empresas privadas | 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 |
- Bolsa de valores
- Insiders
- Jocelyn Schwartz
















