Profile
Mr. Ricky Schwartz is a Portfolio Manager at Angel Oak Capital Advisors LLC.
He focuses on fixed income analytics within the mutual fund, private fund, and SMA portfolios with a specialization in Collateralized Loan Obligations.
Mr. Schwartz worked in banking and trading for the Structured Products Group at Guggenheim.
While there, he served as a Junior Banker and priced and closed 11 transactions totaling over $2 billion of issuance, and as a Junior Trader, focused on broadly syndicated and middle market CLOs.
Prior to Guggenheim, he had internships within Doral Bank’s Leveraged Asset Management unit and J.P.
Morgan Asset Management.
Mr. Schwartz graduated with a degree in Finance and a degree in Accounting from the Robert H.
Smith School of Business at University of Maryland.
Ricky Schwartz active positions
| Companies | Position | Start |
|---|---|---|
Angel Oak Capital Advisors LLC
Angel Oak Capital Advisors LLC Investment ManagersFinance Angel Oak employs a value-driven approach that seeks to deliver attractive risk-adjusted returns by employing a credit-driven approach that identifies undervalued assets predominately within the fixed income sector focusing mainly on structured-credit fixed income markets. Investment strategies employ a top-down approach focused on identifying valuation dislocations in the structured and corporate credit markets and a bottom-up security selection process. Portfolio managers invest opportunistically up and down the capital structure based on relative value. | Portfolio Manager-Fixed Income | 2023-02-28 |
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| Private companies | 2 |
|---|---|
Robert H. Smith School of Business
Robert H. Smith School of Business Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
Angel Oak Capital Advisors LLC
Angel Oak Capital Advisors LLC Investment ManagersFinance Angel Oak employs a value-driven approach that seeks to deliver attractive risk-adjusted returns by employing a credit-driven approach that identifies undervalued assets predominately within the fixed income sector focusing mainly on structured-credit fixed income markets. Investment strategies employ a top-down approach focused on identifying valuation dislocations in the structured and corporate credit markets and a bottom-up security selection process. Portfolio managers invest opportunistically up and down the capital structure based on relative value. | Finance |
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