Jonathan Schwartz, CFA, currently serves as the Director and Senior Fixed Income Analyst at TIAA, where they conduct fundamental research and analysis on investment-grade fixed income issuers. Previously, Jonathan worked at Bank of America Merrill Lynch as an AVP, Senior Financial Analyst, focusing on regulatory capital management, and held the role of Associate in Leveraged Finance-Credit. Their earlier experience includes an internship at Grandbridge Real Estate Capital as an Asset Analyst Intern and participating in a Financial Development Associate program at Liberty Mutual Group. Jonathan earned a dual degree in Accounting and Finance from UNC Charlotte Belk College of Business.
Location
Charlotte, United States
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