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 Capital Management LLC (SCS) is a SEC-registered investment adviser and wealth management firm headquartered in Boston, Massachusetts. The firm was founded in 2002 by Pater Mattoon, Antony Abbiati and Douglas Ederle. They are a subsidiary of Focus Operating LLC and their ultimate parent is Focus Financial Partners, Inc. (NASDAQ: FOCS). SCS provides client-aligned investment advice to high-net-worth families and institutions. | Gestor de Cartera-Acciones | 01/03/2021 |
FMR LLC
 FMR LLC Investment ManagersFinance FMR LLC engages in the provision of financial and investment services. It offers financial planning and advice, wealth management, retirement plans, trading and brokerage services, and investment products. The company was founded by Edward C. Johnson II in 1946 and is headquartered in Boston, MA. | Corporate Officer/Principal | 31/12/1997 |
Formación de Jocelyn Schwartz.
| Ithaca College | Undergraduate Degree |
| New England School of Law | Graduate Degree |
| Boston University School of Law | Graduate Degree |
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 | 2 |
|---|---|
FMR LLC
FMR LLC Investment ManagersFinance FMR LLC engages in the provision of financial and investment services. It offers financial planning and advice, wealth management, retirement plans, trading and brokerage services, and investment products. The company was founded by Edward C. Johnson II in 1946 and is headquartered in Boston, MA. | Finance |
SCS Capital Management LLC
SCS Capital Management LLC Investment ManagersFinance SCS Capital Management LLC (SCS) is a SEC-registered investment adviser and wealth management firm headquartered in Boston, Massachusetts. The firm was founded in 2002 by Pater Mattoon, Antony Abbiati and Douglas Ederle. They are a subsidiary of Focus Operating LLC and their ultimate parent is Focus Financial Partners, Inc. (NASDAQ: FOCS). SCS provides client-aligned investment advice to high-net-worth families and institutions. | Finance |
- Bolsa de valores
- Insiders
- Jocelyn Schwartz
