Profile
Mr. Eric Schwartz is a Co-Chairman of the Board at Cambridge Investment Research Advisors, Inc. and an Executive Chairman at Cambridge Investment Research, Inc. He is on the Board of Directors at Cambridge Investment Group, Inc. (Iowa).
Mr. Schwartz was previously employed as a Chairman by Financial Services Institute, Inc. He was a founding member of the Financial Services Institute (FSI) Board of Directors in 2004, including serving as chair in 2009.
He received his undergraduate degree from the University of Massachusetts.
Eric Schwartz active positions
| Companies | Position | Start |
|---|---|---|
Cambridge Investment Research Advisors, Inc.
Cambridge Investment Research Advisors, Inc. Investment ManagersFinance CIRA uses various methods of analysis including fundamental, technical, charting and cyclical. The firm's investment strategies/services may include: (1) long-term purchases; (2) short-term purchases; (3) short sales; (4) margin transactions; (5) option writing including covered options, uncovered options or spreading strategies; (6) tactical asset allocation; (7) strategic asset allocation; (8) market timing services; and (9) Modern Portfolio Theory. CIRA does not provide advice on futures or commodity contracts. | Founder | 1980-12-31 |
Cambridge Investment Research, Inc.
Cambridge Investment Research, Inc. Investment Banks/BrokersFinance Provides brokerage services | Founder | 1980-12-31 |
Cambridge Investment Group, Inc. (Iowa)
Cambridge Investment Group, Inc. (Iowa) Financial ConglomeratesFinance Provides investment services | Director/Board Member | - |
Former positions of Eric Schwartz
| Companies | Position | End |
|---|---|---|
Financial Services Institute, Inc. | Chairman | - |
Training of Eric Schwartz
Experiences
Positions held
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Inactive
Listed companies
Private companies
Connections
1st degree connections
1st degree companies
Male
Female
Members of the board
Executives
Linked companies
| Private companies | 5 |
|---|---|
Cambridge Investment Research, Inc.
Cambridge Investment Research, Inc. Investment Banks/BrokersFinance Provides brokerage services | Finance |
University of Massachusetts
University of Massachusetts Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
Financial Services Institute, Inc. | |
Cambridge Investment Research Advisors, Inc.
Cambridge Investment Research Advisors, Inc. Investment ManagersFinance CIRA uses various methods of analysis including fundamental, technical, charting and cyclical. The firm's investment strategies/services may include: (1) long-term purchases; (2) short-term purchases; (3) short sales; (4) margin transactions; (5) option writing including covered options, uncovered options or spreading strategies; (6) tactical asset allocation; (7) strategic asset allocation; (8) market timing services; and (9) Modern Portfolio Theory. CIRA does not provide advice on futures or commodity contracts. | Finance |
Cambridge Investment Group, Inc. (Iowa)
Cambridge Investment Group, Inc. (Iowa) Financial ConglomeratesFinance Provides investment services | Finance |
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