Jacob Swartz
Private Client Advisor | Director of Research at Main Street Research
- Role
- Private Client Advisor Director of Research at Main Street Research
- Location
- San Francisco, CA, US
- LinkedIn followers
- 500 followers
Experience
Private Client Advisor Director of Research
May 2021 — Present · Sausalito, CA, US
Overseeing the firm\'s asset base providing members of our Investment Policy Committee with the research, and analytics, to make firm-wide decisions- Managing roughly 200 relationships as the lead Private Client Advisor and the main point of contact for their financial needs and market/portfolio related questions- Conducting quantitative and qualitative research on equity markets and economic conditions to ensure our team is attuned to the current environment impacting stocks and bonds- Analyzing current and prospective client portfolios to provide insights, and action items, for Portfolio Managers
Education
Chapman University
Bachelor’s Degree
2015 — 2019
Skills
- Management
- Leadership
- Microsoft Word
- Research
- Project Management
- Customer Service
- Teamwork
- Public Speaking
- Powerpoint
- Microsoft Excel
- Microsoft Office
- Industry Research
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