Jocelyn Schwartz

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Consumer Services

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Profil

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.

Tidigare kända positioner av Jocelyn Schwartz

Företag	Position	Slut
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.	Portföljförvaltare-Aktier	2021-03-01
FMR LLC FMR LLC Investment ManagersFinance Provides investment advice	Företagsledare/Principal	1997-12-31

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Kopplade företag

Privata företag	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