Profiel
Mr. Adam H.
Schwartz is a Partner & Portfolio Manager at First Manhattan Co LLC and a Director at FMZ Ventures LLC.
He works closely with First Manhattan's Executive Chairman, Robert Gottesman, to manage assets for individuals, families, partnerships, and family and charitable trusts.
He is committed to understanding each client's investment goals and working collaboratively to meet them.
Mr. Schwartz was employed as a Senior Managing Director & Portfolio Manager by First Manhattan Co. He was a Strategic Development Analyst at a European telecom company in London where he analyzed merger and acquisition opportunities.
Before that, he was an Investment Banker for Morgan Stanley in New York, covering telecom companies.
He holds an MBA from Columbia Business School and a BA in Economics and International Relations from Brown University.
Actieve functies van Adam Schwartz
| Bedrijven | Functie | Begin |
|---|---|---|
FMZ Ventures LLC
 FMZ Ventures LLC Investment ManagersFinance FMZ Ventures LLC (FMZ Ventures) is a private equity and venture capital firm founded in 2020 by Michael Zeisser. The firm is headquartered in San Francisco, California. | Private Equity Investor | - |
First Manhattan Co LLC
 First Manhattan Co LLC Investment ManagersFinance Part of Fmc Group Holdings LP, First Manhattan Co LLC is a wealth planning and investment advisory firm based in New York, NY. At the heart of the firm is a thorough, independent research process that forms the foundation of their investment decision-making process. The company uses their experience, rigorous analysis, and sound judgment to identify investment opportunities that deliver long-term value. First Manhattan Co is dedicated to helping their clients secure their financial future through a trusted partnership. The company was founded in 2022. Zachary A. Wydra has been the CEO of the company since 2023. | Portefeuillebeheerder-Aandelen | 01-01-2023 |
Eerdere bekende functies van Adam Schwartz
| Bedrijven | Functie | Einde |
|---|---|---|
First Manhattan Co.
 First Manhattan Co. Investment ManagersFinance First Manhattan Co. (FMC) is a wealth management firm headquartered in New York City. The firm was founded by David Gottesman in 1964. FMC provides investment advice to individuals, pension and profit-sharing plans, trusts, estates and charitable organizations, corporations and other types of business entities, institutional clients and the FMC ETF, a non-transparent exchange-traded fund that is a registered investment company. | Portefeuillebeheerder-Aandelen | 01-01-2023 |
Opleiding van Adam Schwartz
| Brown University | Undergraduate Degree |
| The Trustees of Columbia University in The City of New York | Masters Business Admin |
Ervaring
Beklede functies
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Beursgenoteerde bedrijven
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Verwante bedrijven
| Bedrijven in privébezit | 3 |
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First Manhattan Co.
First Manhattan Co. Investment ManagersFinance First Manhattan Co. (FMC) is a wealth management firm headquartered in New York City. The firm was founded by David Gottesman in 1964. FMC provides investment advice to individuals, pension and profit-sharing plans, trusts, estates and charitable organizations, corporations and other types of business entities, institutional clients and the FMC ETF, a non-transparent exchange-traded fund that is a registered investment company. | Finance |
FMZ Ventures LLC
FMZ Ventures LLC Investment ManagersFinance FMZ Ventures LLC (FMZ Ventures) is a private equity and venture capital firm founded in 2020 by Michael Zeisser. The firm is headquartered in San Francisco, California. | Finance |
First Manhattan Co LLC
First Manhattan Co LLC Investment ManagersFinance Part of Fmc Group Holdings LP, First Manhattan Co LLC is a wealth planning and investment advisory firm based in New York, NY. At the heart of the firm is a thorough, independent research process that forms the foundation of their investment decision-making process. The company uses their experience, rigorous analysis, and sound judgment to identify investment opportunities that deliver long-term value. First Manhattan Co is dedicated to helping their clients secure their financial future through a trusted partnership. The company was founded in 2022. Zachary A. Wydra has been the CEO of the company since 2023. | Finance |
