Team
Gregory J. Schwartz, Sr.
Chairman
248.644.6837
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...
Edward A. Schwartz
President
248.644.6837
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, Jr.
Principal
248.644.6837
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
Treasurer, Director & Shareholder
248.644.6837
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
Principal
248.644.6837
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
Principal
248.644.6837
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 Abraham
Accountant
248.644.6837
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...
Gabe S. Beshara
Registered Representative
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...
Andrew T. Bearre, R.F.C.
Director, Executive Wealth Management, Institutional Services
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...
Peggy Gordon
Administrative Assistant
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...
David R. Breuhan
Vice President
248.644.6837
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...
McKenzie Burns, C.P.A.
Controller
248.644.6837
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...
Joseph Cattaneo
Relationship Manager
248.644.6837
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...
Jonathan D. Goike
Investment Advisor
248.644.6837
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...
Jake Herman
Investment Advisor
248.644.6837
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...
Robert S. Higgins
Relationship Manager, Institutional Services
248.644.6837
Nicole Hoag
Investment Advisor, Executive Wealth Management, Institutional Services
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...
Christi A. Irvine
Executive Assistant, Institutional Services
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....
Benjamin R. Jones
Investment Advisor
248.644.6837
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...
Michelle F. Lutfy
248.644.6837
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,...
Julie L. Martin
Relationship Manager, Institutional Services
248.644.6837
Matt Miller
Director of Investment Banking
248.644.6837
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...
Mimi S. Miller
Relationship Manager, Institutional Services
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...
Michael P. O'Brien, C.P.A.
Investment Advisor
248.644.6837
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, C.P.A.
Chief Financial Officer
248.644.6837
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
Investment Advisor
248.644.6837
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
Senior Relationship Manager, Institutional Services
248.644.6837
Gregory Schwartz, III CFP®
Investment Advisor
248.644.6837
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...
Tina L. Stacey
Administrative Assistant
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.
Donna S. Sterner
Receptionist
248.644.6837
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...
Elizabeth S. Swanson
Senior Relationship Manager, Institutional Services
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...
Matthew J. Whitty
Director, Institutional Services
248.644.6837
Joseph E. Young
Investment Representative
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...