Jason Schwartz

Jason Schwartz, CFA, is a Partner and Director of Portfolio Management at Red Cedar Investment Management, LLC based in Cincinnati, Ohio. In his current role, he oversees investment strategy and portfolio management, with a primary focus on innovative fixed income solutions across multiple asset classes, including preferred securities, hybrid instruments, and securitized products. He plays a significant role in the firm's core plus and strategic income offerings, which emphasize high-quality, income-producing assets and diversification beyond traditional fixed income sectors.

With over two decades of industry experience beginning in 2004, Schwartz previously served as Senior Portfolio Manager at both Red Cedar Investment Management and ClearArc Capital, Inc. This background provides him with deep expertise in multi-sector and credit-oriented investment approaches, as well as a strong track record managing complex fixed income portfolios through varying market cycles.

Schwartz holds a BBA in Finance from the University of Kentucky and is a CFA charterholder. Widely recognized for his analytical rigor and client-focused portfolio management, he has contributed to the development of flexible fixed income strategies that seek to generate high current income with enhanced risk-adjusted returns, particularly through dynamic allocations in preferred and alternative fixed income sectors.