Faina Schwartz

Controller, Director of Finance & Human Resources at Adviser Investments LLC

Faina Schwartz

Faina Schwartz

Controller, Director of Finance & Human Resources at Adviser Investments LLC

Biography

Faina manages all financial and human resources functions for Adviser Investments and has been with the firm since its inception. Prior to our founding, she managed the financial and human resources responsibilities for a number of small businesses. Faina graduated from Moldova State University with a degree in accounting.

Overview
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36

Relationships
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Co-Founder at Adviser Investments LLC

Relationship likelihood: Strong

Partner & Chief Investment Officer at Adviser Investments LLC

Relationship likelihood: Strong

Co-Founder at Adviser Investments LLC

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Co-Founder at Adviser Investments LLC

Relationship likelihood: Strong

Director of Operations at Adviser Investment Management, Inc.

Relationship likelihood: Strong

Former Chief Investment Officer at Adviser Investments LLC

Relationship likelihood: Strong

Director of Research at Adviser Investments LLC

Relationship likelihood: Strong

Managing Director at Adviser Investments LLC

Relationship likelihood: Strong

Portfolio Executive at Adviser Investments LLC

Relationship likelihood: Strong

Portfolio Executive at Adviser Investments LLC

Relationship likelihood: Strong

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Faina Schwartz
Controller, Director of Finance & Human Resources at Adviser Investments LLC
Career History
Controller, Director of Finance & Human Resources
Current

Adviser Investments provides discretionary investment management services using an active asset allocation approach. For their core investment strategies, the firm's primary investment objective is to build diversified portfolios of mutual funds and ETFs that provide a balanced approach to investing in the stock, bond and alternative markets, given the individual investor's long-term and short-term risk tolerance and return objectives. For their tactical investment strategies, Adviser Investments' objective is to reduce portfolio volatility by limiting exposure to market downturns by trading into less volatile assets such cash and bond funds. The firm's tactical models use computer models and algorithms developed by their portfolio strategists to guide trading in these strategies.

Controller
Tenure Unconfirmed

Adviser Investment Management, Inc. provides investment advisory services. The company was founded by Daniel Philip Weiner and is headquartered in Newton, MA.

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