Lucy Schwartzman, Cipm
About Lucy Schwartzman, Cipm
Lucy Schwartzman is the Director of Performance and Attribution at SEI in the Greater New York City Area, with over 25 years of experience in performance measurement and attribution.
Current Position
Lucy Schwartzman is currently the Director of Performance and Attribution at SEI, based in the Greater New York City Area. She joined SEI in May 2015 and has been contributing to the company's efforts in performance measurement and attribution since then.
Previous Roles at Jacobs Levy Equity Management
Before joining SEI, Lucy Schwartzman worked at Jacobs Levy Equity Management as the Head of Performance Measurement and Compliance. She held this role for 10 years, from 2004 to 2014, in Florham Park, NJ. Her responsibilities included overseeing performance measurement and ensuring compliance with industry standards.
Experience at J&W Seligman
Lucy Schwartzman served as Vice President for Performance Measurement at J&W Seligman from 1995 to 2004, spending 9 years in this role in New York, New York. During her tenure, she focused on performance measurement efforts within the firm.
Early Career at Rosenblum-Silverman-Sutton
Lucy Schwartzman began her career in the finance industry at Rosenblum-Silverman-Sutton as a Portfolio Analyst. She worked there from 1992 to 1995 for 3 years in the Greater New York City Area, gaining foundational experience in portfolio analysis.
Educational Background
Lucy Schwartzman attended Belarus State Economics University in Minsk, Belarus, where she earned a Bachelor of Science (BS) degree in Finance in 1990. Her studies focused on general finance, providing her with the academic foundation for her career in performance measurement and attribution.
Years of Experience
Lucy Schwartzman has over 25 years of experience in performance measurement and attribution. Throughout her career, she has held various roles in the finance industry, with extensive experience in performance measurement and compliance, as well as leadership positions in multiple firms.