Jacob Swartz

Jacob Swartz

Private Client Advisor | Director of Research
San Francisco, California, United States

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Work Experience

Main Street Research

Private Client Advisor | Director of Research

2021-05-01 - Present

Bloomberg LP

Buyside Sales Account Manager

2021-02-01 - 2021-06-01

MBF Capital Management

Junior Analyst

2017-12-01 - 2018-08-01

myQuest.

Sales and Business Development Intern

2017-06-01 - 2017-08-01

Harvey & Company LLC

M&A Research Intern

2017-01-01 - 2017-04-01

Skills

family wealth planning investment management risk mitigation foundations nonprofits company retirement plans wealth management stock market wealth planning individuals wealth planning retirement planning financial advising financial services investing

Languages

English