Schwarz has over 14 years of experience in investment management and financial services industries across accounting, operations, and investor relations. Currently, he is CFO/COO of Steelhead Capital Management, which manages a portfolio of small business investments and start-up ventures.
Prior to this, Mr. Schwarz was an Associate Director at Crestline, a $9 billion credit-focused institutional asset manager based in Fort Worth, Texas. At Crestline, he managed several investor areas including portfolio reporting, capital accounts, and regulatory filings.
Previously, Mr. Schwarz was a Senior Auditor with KPMG, LLP specializing in investment managers and valuing a wide variety of complex financial instruments.
Mr. Schwarz is a graduate of Texas A&M University where he received his B.B.A. in Accounting and M.S. in Finance.
In addition, he has been a Certified Public Accountant in the State of Texas since 2004.
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