Jason Michael Schwartz
Portfolio Manager-Fixed Income chez Red Cedar Investment Management LLC
Profil
Mr. Jason M.
Schwartz, CFA, is a Partner & Senior Portfolio Manager at Red Cedar Investment Management LLC.
He started in the industry in 2004 and joined Red Cedar in 2018.
Prior to joining Red Cedar, he served in various roles at ClearArc Capital including his latest position as Senior Portfolio Manager.
His responsibilities comprised several investment strategies over time including multi-sector, Core Plus Fixed Income, Core Fixed Income and Intermediate Government Credit Fixed Income.
In addition, Mr. Schwartz was head of securitized products research and trading responsible for oversight of the firm’s entire Asset-Backed Securities (ABS), Mortgage-Backed Securities (MBS) and Commercial Mortgage-Backed Securities (CMBS) portfolio.
He also supported the risk management function by providing the firm with derivatives and hedging analysis.
Mr. Schwartz graduated summa cum laude from the University of Kentucky with a B.B.A.
in Finance and is a CFA® charterholder.
He is a member of the Cincinnati Society of Financial Analysts.
Postes actifs de Jason Michael Schwartz
| Sociétés | Poste | Début |
|---|---|---|
Red Cedar Investment Management LLC
 Red Cedar Investment Management LLC Investment ManagersFinance Red Cedar Investment Management LLC (RCIM) is a registered investment adviser headquartered in Grand Rapids, Michigan and was founded by Michael S. Gilmore. The firm is a direct subsidiary of 4100 Group, Inc., which is ultimately held by Renaissance Health Service Corp. RCIM provides discretionary investment management services to institutional clients including pension and retirement plans, registered investment companies, corporations, and foundations. | Portfolio Manager-Fixed Income | 01/12/2018 |
Anciens postes connus de Jason Michael Schwartz
| Sociétés | Poste | Fin |
|---|---|---|
ClearArc Capital, Inc.
 ClearArc Capital, Inc. Investment ManagersFinance ClearArc Capital, Inc. is an investment management firm headquartered in Cincinnati, Ohio. The firm is a wholly-owned subsidiary of Fifth Third Bancorp (NASDAQ: FITB) (FITB). ClearArc Capital traces their origins to Investment Strategies, Inc. (ISI), a Cleveland-based investment firm, which was founded in 1975. In 1992, ISI changed their name to Maxus Asset Management, Inc. (MAMI). In connection with the acquisition of the parent company of MAMI by FITB in January 2001, the firm’s name was changed to Fifth Third/Maxus Asset Management. On April 2, 2001, FITB acquired Old Kent Financial Corp. which owned Lyon Street Asset Management Co. On April 30, 2001, the firm name was changed to Fifth Third Asset Management, Inc. and consequently became ClearArc Capital, Inc. in December 2013. ClearArc Capital provides discretionary and non-discretionary investment management services to charitable organizations, not-for-profit organizations, corporations, governmental plans and municipalities, trusts and high net-worth individuals, pension and profit-sharing plans, banks, and pooled investment vehicles. | Analyst-Fixed Income | - |
Formation de Jason Michael Schwartz
| University of Kentucky | Undergraduate Degree |
Expériences
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Entreprise privées
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Relations au 1er degré
Entreprises liées au 1er degré
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Sociétés liées
| Entreprise privées | 2 |
|---|---|
ClearArc Capital, Inc.
ClearArc Capital, Inc. Investment ManagersFinance ClearArc Capital, Inc. is an investment management firm headquartered in Cincinnati, Ohio. The firm is a wholly-owned subsidiary of Fifth Third Bancorp (NASDAQ: FITB) (FITB). ClearArc Capital traces their origins to Investment Strategies, Inc. (ISI), a Cleveland-based investment firm, which was founded in 1975. In 1992, ISI changed their name to Maxus Asset Management, Inc. (MAMI). In connection with the acquisition of the parent company of MAMI by FITB in January 2001, the firm’s name was changed to Fifth Third/Maxus Asset Management. On April 2, 2001, FITB acquired Old Kent Financial Corp. which owned Lyon Street Asset Management Co. On April 30, 2001, the firm name was changed to Fifth Third Asset Management, Inc. and consequently became ClearArc Capital, Inc. in December 2013. ClearArc Capital provides discretionary and non-discretionary investment management services to charitable organizations, not-for-profit organizations, corporations, governmental plans and municipalities, trusts and high net-worth individuals, pension and profit-sharing plans, banks, and pooled investment vehicles. | Finance |
Red Cedar Investment Management LLC
Red Cedar Investment Management LLC Investment ManagersFinance Red Cedar Investment Management LLC (RCIM) is a registered investment adviser headquartered in Grand Rapids, Michigan and was founded by Michael S. Gilmore. The firm is a direct subsidiary of 4100 Group, Inc., which is ultimately held by Renaissance Health Service Corp. RCIM provides discretionary investment management services to institutional clients including pension and retirement plans, registered investment companies, corporations, and foundations. | Finance |
