Jason Schwartz

Net worth: 563 366 $ as of 31/05/2024

Finance

Consumer Services

Miscellaneous

Profile

Mr. Jason E.
Schwartz is Regional Vice President-Business Development at Palisade Capital Management LLC.
He manages all intermediary sales activities within the Central/Midwest region, including the development of business plans and strategies to maximize sales in the region.
Prior to joining Palisade Capital in October 2011, Mr. Schwartz was previously employed as a Senior Internal Wholesaler at Pilgrim Securities, an External Wholesaler by ING Mutual Funds Index Plus International Equity and Regional Sales Representative by Oppenheimer Funds Plc.
Mr. Schwartz received a BA degree in Economics from Binghamton University.

Known holdings in public companies

Company	Date	Number of shares	Valuation	Valuation date
HAWTHORN BANCSHARES, INC. 0.42%	29/02/2024	29,342 ( 0.42% )	563 366 $	31/05/2024

Former positions of Jason Schwartz

Companies	Position	End
OppenheimerFunds, Inc. OppenheimerFunds, Inc. Investment ManagersFinance OppenheimerFunds, Inc. provides investment advice. The company was founded in 1959 and is headquartered in New York, NY.	Sales & Marketing	30/09/2011
ING Mutual Funds Index Plus International Equity	Corporate Officer/Principal	-
Palisade Capital Management LP Palisade Capital Management LP Investment ManagersFinance Palisade Capital Management LLC (Palisade) is a SEC-registered investment advisor headquartered in Fort Lee, New Jersey. The firm was founded in 1995 by Martin L. Berman, Steven E. Berman, and Jack Feiler. They are a subsidiary of Palisade Capital Holdings LP. Palisade offers specialized investment solutions that seek to deliver attractive results to corporations, public plans, financial institutions, family offices, and individuals.	Sales & Marketing	-

See the detail of Jason Schwartz's experience

Training of Jason Schwartz

State University of New York at Binghamton

Undergraduate Degree

Experiences
Positions held

Active

Inactive

Listed companies

Private companies