David Swartz

David Swartz

Analyst-Equity at Morningstar, Inc. (Research)

Finance
Consumer Services

Profile

David Swartz is currently working as an Equity Analyst at Morningstar, Inc. (Research).
Previously, he worked as a Sales & Research Assistant at UBS Financial Services, Inc., a Financial Analyst at JDN Capital Management LP, a Consultant at Kingsford Capital Management LLC, and a Financial Analyst at Presidio Management.
Mr. Swartz holds a graduate degree from Yale University and an undergraduate degree from the University of California, Berkeley.

David Swartz active positions

CompaniesPositionStart
Analyst-Equity -
All active positions of David Swartz

Former positions of David Swartz

CompaniesPositionEnd
Corporate Officer/Principal -
Presidio Management Corporate Officer/Principal -
Corporate Officer/Principal -
Corporate Officer/Principal -
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Training of David Swartz

Yale University Graduate Degree
University of California, Berkeley Undergraduate Degree

Experiences
Positions held

Active

Inactive

Listed companies

Private companies

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Connections

100 +

1st degree connections

7

1st degree companies

Male

Female

Members of the board

Executives

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Linked companies

Private companies5

Finance

Finance

Finance

Finance

Presidio Management

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