Megan Schwartz

Portfolio Manager at Smith Investment Fund

Megan Schwartz is an accomplished individual with experience in various roles in finance and investment banking. Currently working at Morgan Stanley, Megan has also held positions at Smith Investment Fund, ibRecruit, and Consult Your Community. Megan is a member of Alpha Kappa Psi - Omega Theta Chapter and has participated in programs such as the Women in Finance Mentorship Program. With a Bachelor of Science in Finance from the University of Maryland, Megan has demonstrated a strong commitment to learning and growth in the financial industry.

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Previous companies

Guggenheim Partners logo
Goldman Sachs logo
PerkinElmer logo

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Timeline

  • Portfolio Manager

    September 1, 2023 - present

  • Chief Strategy Officer (CSO)

    January, 2023

  • Research Associate

    September, 2022

  • Academy Associate

    October, 2021