Jason Schwarz is Deputy Chief Executive Officer and President at Wilshire, which currently manages over $100 billion in assets and advises on $1.3 trillion.  Jason was raised in a legal family, but his path diverged from the expected, fueled by a desire to carve his own niche. He told me, “I think you see this with sons and daughters of successful parents," he mused. "One path is to follow in the same direction, the other is to go in one's own direction. And I chose that."

This decision led him westward, where he immersed himself in the ever-evolving realm of investments, including a side trip to Hanoi.  We talk about what makes an effective consultant, the burgeoning OCIO business, what he learned from legendary founder Dennis Tito, and the transformation Wilshire underwent following its acquisition by Motive and CC Partners, where Schwarz played a pivotal role in streamlining previously siloed divisions.

Jason joined Wilshire in 2005 and has held a number of increasingly senior roles within the firm, including establishing Wilshire as a leading provider of investment solutions for financial intermediaries, advisors and their clients and ultimately overseeing all of the firm’s business segments. Jason holds a BA in Government from Hamilton College and an MBA from the Marshall School of Business.

Please enjoy my conversation with Jason Schwarz.

WEBSITE: https://www.wilshire.com/

If you like these discussions, please subscribe or leave a review. 

NOTE: This podcast is for educational and entertainment purposes only. Anything said by the guests or host should not be construed as legal or investment advice. Thanks for listening.

Joe Reilly is a family office consultant, and the host of the Private Capital Podcast as well as the Inheritance Podcast. 

FOLLOW JOE: https://twitter.com/joereillyjr

WEBSITE: https://www.circulus.co/

INHERITANCE PODCAST:   https://podcasts.apple.com/us/podcast/the-inheritance-podcast/id1644964

If you like this show, do me a favor and send it to someone you think would enjoy it.  Just copy the link into an email or text.  I appreciate it.

©2024 Joe Reilly