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Ryan Schwartz Cfa Cfp

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Ryan Schwartz Cfa Cfp

Vice President | EP Wealth Advisors

United States

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Ryan Schwartz Cfa Cfp

Summary

Ryan Schwartz is a seasoned investment professional with extensive experience in asset management and financial advisory. Currently serving as Vice President at EP Wealth Advisors, he holds the prestigious Chartered Financial Analyst designation and is an active member of both the CFA Society of San Francisco and the CFA Institute. With a solid educational foundation in Ocean Science from the University of California, Santa Cruz, Ryan has transitioned into the finance sector, where he has honed his skills in portfolio management, trading, and equity research. His career spans over a decade, during which he has held key positions at various financial institutions, including Private Capital Management Associates and UBS Investment Bank. Ryan's analytical prowess and strategic mindset enable him to navigate complex financial landscapes effectively. He is passionate about leveraging his expertise to drive investment success for his clients while remaining committed to professional development and continuous learning.

General

Specialist

Technical Background

Leadership Experience

Long-Term Tenure

Professional interests

Industry-specific interests

Emerging Technologies

Leadership Development

Organisational experience

Corporate Experience

Ryan Schwartz Cfa Cfp

Work Experience

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Vice President at

EP Wealth Advisors

June 2017 - Present

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Portfolio Manager and Strategist at

Private Capital Management Associates, LLC

August 2014 - May 2017

💼

Junior Portfolio Manager and Strategist at

Private Capital MGT LLC

May 2011 - August 2014

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Operations and Trading at

DellaCamera Capital Management, LLC

August 2008 - December 2009

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Prime Brokerage Intern at

UBS Group AG

June 2007 - September 2007

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Ryan Schwartz Cfa Cfp

Education

University of California Santa Cruz, B.S., Ocean Science

January 2004 - January 2008

Frequently Asked Questions about Ryan Schwartz Cfa Cfp

What is Ryan Schwartz Cfa Cfp email address?

Ryan Schwartz Cfa Cfp's primary email address is *********@epwealth.com. To view the full verified email and additional contact details, sign up for free with Muraena.

What company does Ryan Schwartz Cfa Cfp work for?

Ryan Schwartz Cfa Cfp is a Vice President at EP Wealth Advisors, a company specializing in Monetary Authorities-Central Bank.

Where Ryan Schwartz Cfa Cfp graduated from?

Ryan Schwartz Cfa Cfp holds a degree in from University of California Santa Cruz.

How can I directly contact Ryan Schwartz Cfa Cfp?

To contact Ryan Schwartz Cfa Cfp directly, you can use the email address *********@epwealth.com. Complete contact information is available upon registration with Muraena.

Who is Ryan Schwartz Cfa Cfp?

Ryan Schwartz is a seasoned investment professional with extensive experience in asset management and financial advisory. Currently serving as Vice President at EP Wealth Advisors, he holds the prestigious Chartered Financial Analyst designation and is an active member of both the CFA Society of San Francisco and the CFA Institute. With a solid educational foundation in Ocean Science from the University of California, Santa Cruz, Ryan has transitioned into the finance sector, where he has honed his skills in portfolio management, trading, and equity research. His career spans over a decade, during which he has held key positions at various financial institutions, including Private Capital Management Associates and UBS Investment Bank. Ryan's analytical prowess and strategic mindset enable him to navigate complex financial landscapes effectively. He is passionate about leveraging his expertise to drive investment success for his clients while remaining committed to professional development and continuous learning.

Ryan`s contact details

mail

*********@epwealth.com

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