Steven Schwartz
Chairman at CAPITAL BANCORP, INC.
Net worth: 15 M $ as of 2024-03-30
Profile
Prudent Capital’s Founder and Portfolio Manager is Steven J.
Schwartz.
Mr. Schwartz is a CPA and an attorney with diverse and robust experience.
For over 35 years, Mr. Schwartz has been chief financial officer and general counsel to a diversified group of companies involved in general contracting, construction, real estate development, property management, broadcasting, telecommunications, software development and wholesale distribution.
Mr. Schwartz served as a Director of a community bank from 1995 until its sale in 1998.
In addition, since 2002, Mr. Schwartz has served on the Board of Capital Bank, NA.
As of January 1, 2020, Mr. Schwartz has assumed the role as Chairman of the Board of Directors of Capital Bancorp, Inc. (CBNK).
Prior to these activities, Mr. Schwartz practiced law for 3 years with the firm of Tucker Flyer (now merged into Venable) and practiced public accounting for 5 years with the firm Aronson and Company.
He received a Bachelor of Arts degree in economics from the University of Maryland and a law degree with honors from the University of Maryland School of Law.
Known holdings in public companies
Company | Date | Number of shares | Valuation | Valuation date |
---|---|---|---|---|
CAPITAL BANCORP, INC.
5.17% | 2024-03-24 | 720,188 ( 5.17% ) | 15 M $ | 2024-03-30 |
Steven Schwartz active positions
Companies | Position | Start |
---|---|---|
CAPITAL BANCORP, INC. | Chairman | 2019-12-31 |
Prudent Management LLC
Prudent Management LLC Investment ManagersFinance Prudent Management LLC (Prudent Management) is a private equity firm founded in 1999 by Steven J. Schwartz. The firm is headquartered in Washington, DC. | Founder | 1999-06-30 |
Capital Bank, NA (Maryland)
Capital Bank, NA (Maryland) Major BanksFinance Capital Bank NA (Rockville, Maryland) is a privately-held business bank in the Washington, D.C., that offers a range of services encompassing cash management, commercial lending, consumer credit and residential mortgage and veterans administration home loans. The company was founded by Li-Min Lee in 1999 and is headquartered in Rockville, MD. | Chairman | - |
Training of Steven Schwartz
University of Maryland | Undergraduate Degree |
The University of Maryland Francis King Carey School of Law | Graduate Degree |
Experiences
Positions held
Connections
1st degree connections
1st degree companies
Male
Female
Members of the board
Executives
Linked companies
Listed companies | 1 |
---|---|
CAPITAL BANCORP, INC. | Finance |
Private companies | 2 |
---|---|
Prudent Management LLC
Prudent Management LLC Investment ManagersFinance Prudent Management LLC (Prudent Management) is a private equity firm founded in 1999 by Steven J. Schwartz. The firm is headquartered in Washington, DC. | Finance |
Capital Bank, NA (Maryland)
Capital Bank, NA (Maryland) Major BanksFinance Capital Bank NA (Rockville, Maryland) is a privately-held business bank in the Washington, D.C., that offers a range of services encompassing cash management, commercial lending, consumer credit and residential mortgage and veterans administration home loans. The company was founded by Li-Min Lee in 1999 and is headquartered in Rockville, MD. | Finance |
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