Sam Swartz

Director, Custom Core Portfolio Management at Parametric

Sam Swartz is currently the Director of Custom Core Portfolio Management at Parametric, where Sam leads a team managing over $47 billion in assets under management across more than 2400 Separately Managed Accounts. Prior to Parametric, Sam held various roles at Washington Mutual/WaMu Capital Corp, including Senior Portfolio Analyst and Mortgage Trader. Sam holds an MBA from Seattle University and a BA in Business Administration with a concentration in Finance from Western Washington University.

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Timeline

  • Director, Custom Core Portfolio Management

    August, 2018 - present

  • Senior Portfolio Manager

    November, 2015

  • Portfolio Manager

    November, 2011

  • Associate Portfolio Manager

    April, 2008