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...
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...
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,...
Joseph E. Schwartz is the Treasurer, Director & Shareholder of Schwartz & Co. He also serves as the Chief Investment Officer for a local owner and operator of senior rental facilities known...
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...
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....
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...
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...
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...
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...
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...
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...
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...
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....
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...
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...
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...
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...
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...
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...
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...
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...
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...
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...
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...
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.
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...
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,...
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...
Joseph P. Cattaneo serves as a Relationship Manager within the Institutional Services Group at Schwartz & Co. Joe received his Bachelor of Science degree in Finance from Oakland University. His responsibilities involve service to our...
Matt Miller is the Director of Schwartz & Co.’s Investment Banking Group. He has advised public, private and private equity clients on numerous mergers, acquisitions, LBO, and capital raising transactions across a...
Greg Schwartz III works as an Investment Advisor at Schwartz & Co. His primary focus is supporting the Institutional Services Group’s retirement plan participants and providing wealth management and financial planning services to...
McKenzie Burns is the Controller of Schwartz & Co. She is responsible for assisting in the preparation of the Company’s books and records, monthly financial statements, and taxes. She began her career at Ernst & Young, where she...
