Our Company
Services
Bluebird Pearson LLC is an independent Registered Investment Advisor based in Chicago. We provide our clients with unbiased and objective investment management services. Depending upon the needs of the client, we offer:
- Strategic advice and financial planning
- Diversified portfolio management
- Targeted managed accounts
Bluebird Pearson is a long-term, research driven advisor. We provide asset allocation, portfolio construction and ongoing investment management services to our clients. We utilize model portfolios, including the Bluebird Pearson Core Equity Portfolio, which can be customized based upon client requirements:
- Investment preferences
- Risk and outside holdings
- Tax considerations
We also create broadly diversified portfolios based upon a specific client’s investment goals and risk/return objectives. We invest in individual securities, as well as ETF’s, mutual funds, separately managed accounts and other investment products.
Team
Jonathan Schwartz
Managing Member
Bluebird Pearson is managed by Jonathan Schwartz. Mr. Schwartz has over twenty years of experience in the financial services industry. He was a Managing Director at BNP Paribas in New York, where he ran Structured Credit Sales (End Users). Prior to that, Mr. Schwartz was a Director at Banc One Securities, where he was a founding member of the Structured Credit Group. Mr. Schwartz began his career at Morgan Stanley, in the Investment Banking Department and Fixed Income.
Mr. Schwartz received an MPhil in International Relations from the University of Cambridge, where he wrote his dissertation on fiscal policy within the European Monetary Union. Mr. Schwartz also holds an A.B. in Economics from Harvard College, where he graduated magna cum laude .
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