About
Ricky Schwartz is a Portfolio Manager at Angel Oak Capital Advisors, LLC, based in New York, NY, where he oversees investment strategies within the firm's structured credit and fixed-income portfolios. In this capacity, he is responsible for portfolio construction, asset allocation, and risk management, focusing extensively on mortgage-backed securities (MBS), asset-backed securities (ABS), and other securitized products in both agency and non-agency markets.
Prior to his current role, Ricky served as a Senior Portfolio Analyst at Angel Oak, building significant expertise in securitized credit products through nearly a decade of progressive roles at the firm. He began his career as an Associate at Guggenheim Securities, where he supported transaction execution and analysis across capital markets and securitized products.
Ricky holds a Bachelor of Science degree in Finance & Accounting from the University of Maryland's Robert H. Smith School of Business and also studied business at The American University of Rome. Renowned for his deep understanding of structured finance and mortgage credit sectors, he is recognized for his strong analytical acumen and his contributions to the successful performance and risk-adjusted returns of Angel Oak’s investment portfolios.
Career History
| Organization | Role | Date Range | Details |
|---|---|---|---|
| Angel Oak Capital Advisors, LLC | Portfolio Manager | Feb 2023 to Present | — |
| Angel Oak Capital Advisors, LLC | Senior Portfolio Analyst | Sep 2014 to Feb 2023 | — |
| Guggenheim Securities | Associate | May 2011 to Feb 2014 | — |
| Doral Bank | Intern | Nov 2010 to Dec 2010 | — |
| J.P. Morgan Chase & Co. | Summer Analyst | May 2010 to Jul 2010 | — |
| Time Warner Inc. | Intern | Jun 2009 to Aug 2009 | Internal financial reporting |
| Edward Jones | Intern | May 2008 to Aug 2008 | Financial advising |
| Hecht & Company | Intern | Jun 2007 to Aug 2007 | Accounting - private clients |
Education
University of Maryland - Robert H. Smith School of Business
Bachelors, Science, Finance & Accounting
2006 — 2011
The American University of Rome
Business
2008 — 2008
Skills & Expertise
Others at Angel Oak Capital Advisors, LLC (13)
| Name | Role | Location |
|---|---|---|
| Portfolio Analyst | Atlanta, GA , United States | |
| Chief Portfolio Strategist | Atlanta, GA , United States | |
J James Hentges | Senior Portfolio Manager | Kirkland, WA , United States |
P Penelope Young | Portfolio Analyst | Atlanta, GA , United States |
| Portfolio Manager | New York, NY , United States | |
B Berkin Kologlu | Portfolio Manager | New York, NY , United States |
| Portfolio Analyst | Atlanta, GA , United States | |
C Cheryl Pate | Senior Portfolio Manager | Atlanta, GA , United States |
| Senior Portfolio Analyst | Corps Trader (Financials Sub-Debt) | Atlanta, GA , United States | |
N Nichole Hammond | Senior Portfolio Manager | Mercer Island, WA , United States |