Steven is a Managing Director with over 25 years of experience performing fundamental bottom-up credit analysis on corporations across a panoply of industries and managing multi-billion dollar fixed income portfolios of loans and bonds for clients including pension funds, endowments, foundations, pension funds, insurance companies, and mutual funds.
At Accordion, Steven is a member of the Transaction Execution Practice with a focus on preparing companies for sale. In this role, he concentrates on supporting the entire deal lifecycle from preparation through deal diligence and closing including data aggregation, financial and operational data modelling, business segment and profitability analyses, data room set-up and management, and working with CFO’s and bankers on the preparation of detailed analysis for buyer related inquiries and diligence.
Before joining Accordion, Steven was a Senior Fixed Income Portfolio Manager at The Swarthmore Group, Inc. managing short-duration, intermediate, core, core-plus, and long duration portfolios. Prior to The Swarthmore Group, he was a Managing Director at Cohen-Esrey Capital Partners, LLC and was responsible for helping to launch a Class-B, multi-family, value add co-investment fund. Prior to Cohen-Esrey, he was a Principal and Portfolio Manager at Shenkman Capital Management, Inc. in New York City. Steven joined Shenkman in 1996 and became a portfolio manager in 2004. He managed or co-managed multiple Fixed Income portfolios of US high yield and bank loan portfolios for institutional and retail investors for fifteen years. Prior to his promotion to portfolio manager, Mr. Schweitzer was a Vice President and Senior Credit Analyst at Shenkman Capital for eight years.
Steven holds an MBA in Finance & Investments from the Zicklin School of Business at Bernard Baruch College and a BA from Binghamton University.
"Always deliver more than expected."