Broker Check
 

Team

 
Gregory J. Schwartz, Sr. is Chairman of the Board and founder of Schwartz & Co. He has been in the investment management, banking, and advisory business since 1964. Mr. Schwartz is licensed as both a Registered Representative and...

Read more

Edward A. Schwartz is the President of Schwartz & Co., Inc. Founded in 1976, Schwartz & Co. is registered with FINRA as a Broker-dealer and with the SEC as a Registered Investment Advisor. He concentrates on serving ERISA institutional...

Read more

Gregory J. Schwartz, Jr. is a Principal of Schwartz & Co. He has been in the investment business since 1986. Mr. Schwartz has his Registered Representative and General Securities Principal licenses, as well as his life, health,...

Read more

Joseph E. Schwartz C.P.A.

Treasurer, Director & Shareholder

248.644.2701

248.644.6837

Joseph E. Schwartz is the Treasurer, Director & Shareholder of Schwartz & Co. He is a licensed FINRA Financial Principal. He also serves as the Chief Investment Officer for a local owner and operator of senior rental facilities known...

Read more

Peter F. Schwartz is a Principal of Schwartz & Co., Inc. He has been in the investment advisory business since 1996. Peter, along with his four brothers, own Schwartz & Co., which was founded by their father in 1976. The firm advises...

Read more

Walter G. Schwartz is a Principal of Schwartz & Co., Inc. He has been in the investment advisory business since 1987. Mr. Schwartz is licensed as both a Registered Representative, General Securities Principal, and Investment Advisor....

Read more

Grace Auchterlonie is an Accountant for Schwartz & Co., Inc. She is responsible for the general day to day accounting functions of the firm as well as monthly financial statement preparation. Additionally, she assists the firm and...

Read more

Gabe S. Beshara

Registered Representative

248.644.2701 x 3346

248.644.6837

Gabe S. Beshara joined Schwartz & Co. in 2016 as a Registered Representative. He has been in the investment industry since 2006 and is Series 7 & 63 licensed. Gabe works in a team that specializes in investment planning for individuals...

Read more

Andrew T. Bearre R.F.C.

Director, Executive Wealth Management, Institutional Services

248.644.2701 x 3337

248.644.6837

Andrew T. Bearre is the Director of Schwartz & Co.’s Executive Wealth Management Team within the Institutional Services Group. Andrew is a Registered Representative and a Registered Financial Consultant. He has over twenty years of...

Read more

David R. Breuhan is the Vice President and Portfolio Manager with the private investment firm of Schwartz & Co., Inc. For the past 22 years, he has managed corporate and public retirement plans and provided advice as a personal...

Read more

Jonathan D. Goike is a Registered Investment Advisor for Schwartz & Co. Mr. Goike works within a group specializing in personal investment planning. He is also the head trader at the firm and is responsible for executing all security...

Read more

Peggy Gordon

Administrative Assistant

248.644.2701 x 3341

248.644.6837

Peggy Gordon has been an Administrative Assistant for Schwartz & Co. since 2006. Her responsibilities involve support to the Chief Financial Officer including bookkeeping, invoicing, and compliance requirements. She also provides...

Read more

Robert S. Higgins

Relationship Manager, Institutional Services

248.644.2701 x 3340

248.644.6837

Robert S. Higgins is a Relationship Manager in Schwartz & Co.’s Institutional Services Group. As a Registered Representative and Registered Investment Advisor, his responsibilities include investment research, fiduciary research and...

Read more

Nicole Hoag

Investment Advisor, Executive Wealth Management, Institutional Services

248.644.2701 x 3240

248.644.6837

Nicole L. Hoag is an Investment Advisor on Schwartz & Co. Executive Wealth Management Team within the Institutional Services Group. She specializes in working side by side with individual and family clients with emphasis in retirement...

Read more

Christi A. Irvine

Executive Assistant, Institutional Services

248.644.2701 x 3335

248.644.6837

Christi A. Irvine is an Administrative Assistant for Schwartz & Co.’s Institutional Services Department. Her responsibilities involve service to our clientele and support to the investment professionals within the department. Ms....

Read more

Benjamin R. Jones is an Investment Advisor at Schwartz & Co., Inc. He holds the series 7 and 66 securities licenses, as well as Life, Health and Variable Products. Ben manages accounts for high net worth individuals, as well as...

Read more

Burton S. Keskitalo is the Controller for Schwartz & Co. He is responsible for accounting policies, procedures, reporting and preparation of taxes for the company. He began his career at a local public accounting firm where he provided...

Read more

Michelle F. Lutfy joined Schwartz & Co. in September of 2016. Ms. Lutfy provides internal support to a group of Investment professionals within the firm who specialize in personal investment planning. Prior to joining Schwartz & Co,...

Read more

Julie L. Martin

Relationship Manager, Institutional Services

248.644.2701 x 3280

248.644.6837

Julie began her career with Schwartz & Co. in August of 2007. She is a Relationship Manager for Schwartz & Co.’s Institutional Services Department and her responsibilities involve service to our retirement plan clients, including plan...

Read more

Mimi S. Miller

Relationship Manager, Institutional Services

248.644.2701 x 3358

248.644.6837

Mimi S. Miller is a Relationship Manager in Schwartz & Co.'s Institutional Services Group. She concentrates on preparing and conducting fiduciary review meetings, participant education and ongoing service to our institutional...

Read more

Michael P. O’Brien is an Investment Advisor of Schwartz & Co., Inc. and has been with the organization for over 19 years. Mr. O’Brien works with individuals, families and small businesses in helping them develop financial...

Read more

Laura L. Powers is the Chief Financial Officer of Schwartz & Co. She is responsible for the company’s books and records, preparation of taxes, administration and compliance for the company. She began her career at a local public...

Read more

Ryan H. Reed has been with Schwartz & Co. since 2002. As an Investment Advisor, Mr. Reed provides guidance to individuals and families to help them reach their financial goals through asset allocation and diversification. Ryan also...

Read more

Janette L. Schad

Senior Relationship Manager, Institutional Services

248.644.2701 x 3384

248.644.6837

Janette L. Schad is a Senior Relationship Manager in Schwartz & Co.’s Institutional Services Department. She focuses on preparing and conducting fiduciary review meetings, participant education, and ongoing service to our retirement...

Read more

Tina L. Stacey

Administrative Assistant

248.644.2701 x 3202

248.644.6837

Tina L. Stacey is an Administrative Assistant for Schwartz & Co.’s Compliance Department. Her responsibilities involve support to the professionals within the department and the company. Tina and her family reside in Commerce, MI.

Read more

Donna S. Sterner has worked at Schwartz & Co. as a Receptionist and Administrative Assistant since 2003. Her responsibilities include administrative and operational support to the firm’s investment professionals. Donna and her family...

Read more

Elizabeth S. Swanson

Senior Relationship Manager, Institutional Services

248.644.2701 x 3205

248.644.6837

Elizabeth S. Swanson is a Senior Relationship Manager in Schwartz & Co.’s Institutional Services Department. She is responsible for participant education and ongoing servicing of our clients. She began her career at H & R Block...

Read more

Matthew J. Whitty

Director, Institutional Services

248.644.2701 x 3083

248.644.6837

Matthew J. Whitty serves as Director of Schwartz & Co.’s Institutional Services Group. As a Registered Representative and Registered Investment Advisor, he focuses on research and monitoring of investment vehicles, as well as service...

Read more

Joseph E. Young

Investment Representative

248.644.2701 x 3201

248.644.6837

Joseph E. Young is an Investment Representative of Schwartz & Co. He joined the company in 2001 and works primarily in financial planning for individuals and companies. Before joining Schwartz & Co., Mr. Young served in various sales...

Read more

Jake Herman joined Schwartz & Co. in 2017 as a Registered Investment Advisor. Mr. Herman works with a team that specializes in providing wealth management services to individuals and families. In addition to serving wealth management...

Read more