David Swartz
Analyst-Equity chez Morningstar, Inc. (Research)
Profil
David Swartz is currently working as an Equity Analyst at Morningstar, Inc. (Research).
Previously, he worked as a Sales & Research Assistant at UBS Financial Services, Inc., a Financial Analyst at JDN Capital Management LP, a Consultant at Kingsford Capital Management LLC, and a Financial Analyst at Presidio Management.
Mr. Swartz holds a graduate degree from Yale University and an undergraduate degree from the University of California, Berkeley.
Postes actifs de David Swartz
| Sociétés | Poste | Début |
|---|---|---|
Morningstar, Inc. (Research)
 Morningstar, Inc. (Research) Investment ManagersFinance Morningstar, Inc. (Research) is the investment research arm of Morningstar, Inc. (NASDAQ: MORN), an American financial services firm headquartered in Chicago, Illinois. The firm was founded by Joseph Mansueto in 1984 and provides independent portfolio information offering star ratings and analysis of managed funds. They also provide economic commentary and asset allocation information based on qualitative research. | Analyst-Equity | - |
Anciens postes connus de David Swartz
| Sociétés | Poste | Fin |
|---|---|---|
UBS Financial Services, Inc.
 UBS Financial Services, Inc. Investment ManagersFinance UBS Financial Services, Inc. is a registered investment advisor and wealth management firm headquartered in Weehawken, New Jersey. The firm is a wholly-owned subsidiary of UBS Americas Inc., ultimately held by UBS Group AG (SWX: UBSG; NYSE: UBS) in Switzerland. Founded in 1969, UBS Financial Services provides investment advisory services to individuals, banks, thrift institutions, mutual funds and other investment companies, pension and employee benefit plans, trusts, estates, charities, corporations and other business and government entities. | Corporate Officer/Principal | - |
| Presidio Management | Corporate Officer/Principal | - |
JDN Capital Management LP
 JDN Capital Management LP Investment ManagersFinance JDN Capital Management LP (JDN Capital) is an independent hedge fund manager headquartered in San Ramon, California. The firm was founded by John D. Nguyen in 1994. JDN Capital provides investment advice to high net-worth individual and institutional investors. | Corporate Officer/Principal | - |
Kingsford Capital Management LLC
 Kingsford Capital Management LLC Investment ManagersFinance Kingsford Capital Management LLC (Kingsford) is an independent, SEC-registered investment advisor and hedge fund manager headquartered in Point Richmond, California. The firm was founded by John Scially in 2001. Kingsford provides discretionary investment advisory services to commingled vehicles, structured as private funds. The firm also serves as the adviser for separately managed accounts. | Corporate Officer/Principal | - |
Formation de David Swartz
| Yale University | Graduate Degree |
| University of California, Berkeley | Undergraduate Degree |
Expériences
Fonctions occupées
Relations
Relations au 1er degré
Entreprises liées au 1er degré
Homme
Femme
Administrateurs
Exécutifs
Sociétés liées
| Entreprise privées | 5 |
|---|---|
UBS Financial Services, Inc.
UBS Financial Services, Inc. Investment ManagersFinance UBS Financial Services, Inc. is a registered investment advisor and wealth management firm headquartered in Weehawken, New Jersey. The firm is a wholly-owned subsidiary of UBS Americas Inc., ultimately held by UBS Group AG (SWX: UBSG; NYSE: UBS) in Switzerland. Founded in 1969, UBS Financial Services provides investment advisory services to individuals, banks, thrift institutions, mutual funds and other investment companies, pension and employee benefit plans, trusts, estates, charities, corporations and other business and government entities. | Finance |
JDN Capital Management LP
JDN Capital Management LP Investment ManagersFinance JDN Capital Management LP (JDN Capital) is an independent hedge fund manager headquartered in San Ramon, California. The firm was founded by John D. Nguyen in 1994. JDN Capital provides investment advice to high net-worth individual and institutional investors. | Finance |
Kingsford Capital Management LLC
Kingsford Capital Management LLC Investment ManagersFinance Kingsford Capital Management LLC (Kingsford) is an independent, SEC-registered investment advisor and hedge fund manager headquartered in Point Richmond, California. The firm was founded by John Scially in 2001. Kingsford provides discretionary investment advisory services to commingled vehicles, structured as private funds. The firm also serves as the adviser for separately managed accounts. | Finance |
Morningstar, Inc. (Research)
Morningstar, Inc. (Research) Investment ManagersFinance Morningstar, Inc. (Research) is the investment research arm of Morningstar, Inc. (NASDAQ: MORN), an American financial services firm headquartered in Chicago, Illinois. The firm was founded by Joseph Mansueto in 1984 and provides independent portfolio information offering star ratings and analysis of managed funds. They also provide economic commentary and asset allocation information based on qualitative research. | Finance |
| Presidio Management |
