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Ryan Schwartz Cfa Cfp
Ryan Schwartz Cfa Cfp
Vice President | EP Wealth Advisors
United States
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.
Ryan Schwartz Cfa Cfp
Work Experience
Vice President at
EP Wealth Advisors
June 2017 - Present
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
Operations and Trading at
DellaCamera Capital Management, LLC
August 2008 - December 2009
Prime Brokerage Intern at
UBS Group AG
June 2007 - September 2007
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
*********@epwealth.com
Colleagues
Vice President and Wealth Advisor at EP Wealth Advisors
Vice President, Advisor
Chief Executive Officer
Executive Vice President / Partner
Senior Vice President, Partner
Vice President / Partner
Vice President/Partner
Vice President, Partner, and Financial Advisor
Vice President of Wealth Management
Vice President, Advisor