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Ricky Schwartz

Ricky Schwartz

Portfolio Manager at Angel Oak Capital Advisors, LLC

New York, NY , United States

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

OrganizationRoleDate RangeDetails
Angel Oak Capital Advisors, LLCPortfolio ManagerFeb 2023 to Present
Angel Oak Capital Advisors, LLCSenior Portfolio AnalystSep 2014 to Feb 2023
Guggenheim SecuritiesAssociateMay 2011 to Feb 2014
Doral BankInternNov 2010 to Dec 2010
J.P. Morgan Chase & Co.Summer AnalystMay 2010 to Jul 2010
Time Warner Inc.InternJun 2009 to Aug 2009
Internal financial reporting
Edward JonesInternMay 2008 to Aug 2008
Financial advising
Hecht & CompanyInternJun 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

Financial Modeling
Trading
Valuation
Asset Management
Securities
Structured Products
Accounting
Banking
Financial Advisory
Credit
Bloomberg
Fixed Income
Financial Analysis
Capital Markets
Hedge Funds
Equities
Investment Banking
Private Equity
Derivatives
Alternative Investments
Investments
Series 7
Capital

Others at Angel Oak Capital Advisors, LLC (13)

NameRoleLocation
Adrian Pereira
Adrian Pereira
Portfolio AnalystAtlanta, GA , United States
David Wells
David Wells
Chief Portfolio StrategistAtlanta, GA , United States
J
James Hentges
Senior Portfolio ManagerKirkland, WA , United States
P
Penelope Young
Portfolio AnalystAtlanta, GA , United States
Siddarth Ramkumar
Siddarth Ramkumar
Portfolio ManagerNew York, NY , United States
B
Berkin Kologlu
Portfolio ManagerNew York, NY , United States
Blake Fierman
Blake Fierman
Portfolio AnalystAtlanta, GA , United States
C
Cheryl Pate
Senior Portfolio ManagerAtlanta, GA , United States
Dishant Patel
Dishant Patel
Senior Portfolio Analyst | Corps Trader (Financials Sub-Debt)Atlanta, GA , United States
N
Nichole Hammond
Senior Portfolio ManagerMercer Island, WA , United States
Showing 1-10 of 13 team members