Jacob Swartz

Associate Portfolio Manager

Jacob holds an active role in our portfolio management and trading activities. His client-first attitude ensures that decisions are invariably targeted to each client’s specific needs and wants. As a member of the Investment Policy Committee, Jacob dives deep into researching asset allocations, sectors, and stocks. Additionally, he works on crafting and carrying out various trading strategies. Jacob brings in-depth portfolio management and analysis knowledge to our team.

Jacob was previously a Senior Portfolio Risk and Analytics Specialist at Bloomberg LP. In this role, he became an expert at various portfolio construction and analysis strategies such as portfolio optimization, performance backtesting, and scenario analysis. While at Bloomberg, he also trained numerous types of money managers how to analyze and interpret data on their portfolios. In addition to his highly effective portfolio construction and analysis background, Jacob has experience in collecting and analyzing data on fixed income securities. Jacob's expertise in portfolio construction and analysis, coupled with his fixed income knowledge, makes him an immensely valuable team member at Main Street Research.

Jacob graduated from Chapman University Argyros School of Business and Economics with a Bachelor of Science Management (BS) in Finance. He was extremely active on campus, founding the Chapman Outdoors Club and serving as President for the Tamid Investing Group. As President of the Tamid Investing Group, he delegated research duties, assembled and presented stock pitches, and trained new members on investing fundamentals.

Outside of the office, Jacob is an avid kiteboarder, rock climber, and cyclist.

Jacob holds a Series 65 securities license.

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