Robert Joseph Swartz
Private Equity Investor at Merida Capital Holdings LLC
Profile
Robert Joseph Swartz is currently the Director-Relationship Management at Merida Capital Holdings LLC.
Prior to this, he worked as a Vice President & Investment Advisor at PNC Bank, NA (Investment Management) from 2008 to 2014, and as a Vice President & Portfolio Advisor at F.N.B.
Investment Advisors, Inc. from 2014 to 2018.
Swartz has an undergraduate degree from Duquesne University of The Holy Spirit and a graduate degree from Saint Vincent College.
Robert Joseph Swartz active positions
| Companies | Position | Start |
|---|---|---|
Merida Capital Holdings LLC
 Merida Capital Holdings LLC Investment ManagersFinance Merida Capital Holdings LLC (Merida Capital Holdings) is a private equity firm founded in 2016 by Mitchell Bryan Baruchowitz and Kevin Gibbs. The firm is headquartered in New York. | Private Equity Investor | - |
Former positions of Robert Joseph Swartz
| Companies | Position | End |
|---|---|---|
F.N.B. Investment Advisors, Inc.
 F.N.B. Investment Advisors, Inc. Investment ManagersFinance FNB Investment Advisors, Inc. (FNBIA) is a SEC-registered investment advisor headquartered in Pittsburgh, Pennsylvania. The firm was founded in 1999 and does business as F.N.B. Wealth Management. The firm is a subsidiary of First National Trust Co., ultimately held by FNB Corp. (NYSE: FNB). FNBIA provides investment management and supervisory services to individual and institutional clients. | Portfolio Manager-Equities | 01/05/2018 |
PNC Bank, NA (Investment Management)
 PNC Bank, NA (Investment Management) Investment ManagersFinance PNC Bank, NA (Investment Management) (PNC-IM) is the asset management division of PNC Bank, NA, a banking company headquartered in Pittsburgh, Pennsylvania. The firm is ultimately held by The PNC Financial Services Group, Inc. (NYSE: PNC). PNC-IM manages assets for institutions and high-net worth individuals and provides tailored investments, wealth planning, trust and estate administration and private banking to high-net-worth families and individuals. | Corporate Officer/Principal | 01/07/2014 |
Training of Robert Joseph Swartz
| Duquesne University of The Holy Spirit | Undergraduate Degree |
| Saint Vincent College | Graduate Degree |
Experiences
Positions held
Connections
1st degree connections
1st degree companies
Male
Female
Members of the board
Executives
Linked companies
| Private companies | 3 |
|---|---|
F.N.B. Investment Advisors, Inc.
F.N.B. Investment Advisors, Inc. Investment ManagersFinance FNB Investment Advisors, Inc. (FNBIA) is a SEC-registered investment advisor headquartered in Pittsburgh, Pennsylvania. The firm was founded in 1999 and does business as F.N.B. Wealth Management. The firm is a subsidiary of First National Trust Co., ultimately held by FNB Corp. (NYSE: FNB). FNBIA provides investment management and supervisory services to individual and institutional clients. | Finance |
PNC Bank, NA (Investment Management)
PNC Bank, NA (Investment Management) Investment ManagersFinance PNC Bank, NA (Investment Management) (PNC-IM) is the asset management division of PNC Bank, NA, a banking company headquartered in Pittsburgh, Pennsylvania. The firm is ultimately held by The PNC Financial Services Group, Inc. (NYSE: PNC). PNC-IM manages assets for institutions and high-net worth individuals and provides tailored investments, wealth planning, trust and estate administration and private banking to high-net-worth families and individuals. | Finance |
Merida Capital Holdings LLC
Merida Capital Holdings LLC Investment ManagersFinance Merida Capital Holdings LLC (Merida Capital Holdings) is a private equity firm founded in 2016 by Mitchell Bryan Baruchowitz and Kevin Gibbs. The firm is headquartered in New York. | Finance |
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