![Jocelyn Schwartz](data:image/svg+xml,<svg xmlns="http://www.w3.org/2000/svg" width="16" height="16" fill="%231b1b1b" class="bi bi-person-fill" viewBox="0 0 16 16"><path d="M3 14s-1 0-1-1 1-4 6-4 6 3 6 4-1 1-1 1zm5-6a3 3 0 1 0 0-6 3 3 0 0 0 0 6"/></svg>)
Profilo
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.
Precedenti posizioni note di Jocelyn Schwartz
| Società | Posizione | Fine |
|---|---|---|
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. | Gestore di Portafoglio-Azioni | 01/03/2021 |
FMR LLC
 FMR LLC Investment ManagersFinance Provides investment advice | Corporate Officer/Principal | 31/12/1997 |
Formazione di Jocelyn Schwartz
Esperienze
Posizioni ricoperte
Attive
Inattive
Società nel listino
Aziende private
Relazioni
69
Relazioni di 1° grado
5
Aziende connesse in 1º grado
Uomo
Donna
Amministratori
Dirigenti
Società collegate
| Aziende private | 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 |
