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JJ Swartz

Portfolio Manager, Research Analyst

Summary

Location:

San Mateo, California, United States

JJ Swartz is a portfolio manager and research analyst with the Franklin Equity Group, focusing on equity research and analysis of companies in the industrial technology, multi-industrials, machinery, and industrial building products industries. He is also a member of the Franklin U.S. Small Cap Growth strategy team.

Prior to joining Franklin Templeton in 2022, Mr. Swartz was a vice president at BlackRock in New York, focusing on corporate strategy and critical change initiatives. Before BlackRock, he was a research associate at Cornerstone Research in New York, advising clients and performing economic damages on a variety of complex matters stemming from commercial litigation.

Mr. Swartz earned his B.A. in history, cum laude, from Harvard University, and an M.B.A. with honors from The Wharton School.