Broker Check

Team

Gregory J. Schwartz, Sr.

Chairman

248.644.2701 x 3363

248.644.6837

Gregory.Schwartz.Sr@GJSCO.com

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...

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Edward A. Schwartz

President

248.644.2701 x 3243

248.644.6837

Edward.Schwartz@GJSCO.com

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...

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Gregory J. Schwartz, Jr.

Principal

248.644.2701 x 3366

248.644.6837

Gregory.Schwartz.Jr@GJSCO.com

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,...

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Joseph E. Schwartz

Treasurer, Director & Shareholder

248.644.2701

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...

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Peter F. Schwartz

Principal

248.644.2701 x 3206

248.644.6837

Peter.Schwartz@GJSCO.com

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...

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Walter G. Schwartz

Principal

248.644.2701 x 3342

248.644.6837

Walter.Schwartz@GJSCO.com

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....

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Grace Abraham

Accountant

248.644.2701 x 3347

248.644.6837

Grace.Abraham@GJSCO.com

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...

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Gabe S. Beshara

Registered Representative

248.644.2701 x 3346

248.644.6837

Gabe.Beshara@GJSCO.com

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...

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Andrew T. Bearre, R.F.C.

Director, Executive Wealth Management, Institutional Services

248.644.2701 x 3337

248.644.6837

Andrew.Bearre@GJSCO.com

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...

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David R. Breuhan

Vice President

248.644.2701 x 3336

248.644.6837

David.Breuhan@GJSCO.com

David R. Breuhan is the Vice President and Portfolio Manager with the private investment firm of Schwartz & Co., Inc. For the past 26 years, he has managed corporate and public retirement plans and provided advice as a personal...

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McKenzie Burns, C.P.A.

Controller

248.644.2701

248.644.6837

McKenzie.Burns@gjsco.com

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...

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Joseph Cattaneo

Relationship Manager

248.644.2701

248.644.6837

Joe.Cattaneo@gjsco.com

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...

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Spencer Eick

Investment Advisor

248.644.2701

248.644.6837

Spencer.Eick@GJSCO.com

Spencer Eick works as an Investment Advisor at Schwartz & Co. His primary focus is providing wealth management and financial planning services to individuals and families. He began his career in financial services as an analyst Spencer...

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Jonathan D. Goike

Investment Advisor

248.644.2701 x 3339

248.644.6837

Jon.Goike@GJSCO.com

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...

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Peggy Gordon

Administrative Assistant

248.644.2701 x 3341

248.644.6837

Peggy.Gordon@GJSCO.com

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...

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Jake Herman

Investment Advisor

248.644.2701 x3348

248.644.6837

jake.herman@GJSCO.com

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...

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Robert S. Higgins

Relationship Manager, Institutional Services

248.644.2701 x 3340

248.644.6837

Robert.Higgins@GJSCO.com

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...
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Nicole Hoag

Investment Advisor, Executive Wealth Management, Institutional Services

248.644.2701 x 3240

248.644.6837

Nicole.Hoag@GJSCO.com

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...

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Christi A. Irvine

Executive Assistant, Institutional Services

248.644.2701 x 3335

248.644.6837

Christi.Irvine@GJSCO.com

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....

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Michelle F. Lutfy

248.644.2701 x 3304

248.644.6837

Michelle.Lutfy@GJSCO.com

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,...

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Julie L. Martin

Relationship Manager, Institutional Services

248.644.2701 x 3280

248.644.6837

Julie.Martin@GJSCO.com

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...
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Matt Miller

Director of Investment Banking

248.644.2701

248.644.6837

Matt.Miller@GJSCO.com

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...

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Mimi S. Miller

Director of Corporate Strategy

248.644.2701 x 3358

248.644.6837

Mimi.Miller@GJSCO.com

Mimi S. Miller is the Director of Corporate Strategy at Schwartz & Co. In her current role, she spends the majority of her time working within the Institutional Services Group...

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Michael P. O'Brien, C.P.A.

Investment Advisor

248.644.2701 x 3200

248.644.6837

Mike.Obrien@GJSCO.com

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...

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Laura L. Powers, C.P.A.

Chief Financial Officer

248.644.2701 x 3338

248.644.6837

Laura.Powers@GJSCO.com

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...

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Ryan H. Reed

Investment Advisor

248.644.2701 x 3333

248.644.6837

Ryan.Reed@GJSCO.com

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...

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Janette L. Schad

Senior Relationship Manager, Institutional Services

248.644.2701 x 3384

248.644.6837

Janette.Schad@GJSCO.com

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...
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Gregory Schwartz, III CFP® 

Investment Advisor

248.644.2701

248.644.6837

GJS3@GJSCO.com

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...

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Tina L. Stacey

Administrative Assistant

248.644.2701 x 3202

248.644.6837

Tina.Stacey@GJSCO.com

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.

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Donna S. Sterner

Receptionist

248.644.2701

248.644.6837

Donna.Sterner@GJSCO.com

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...

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Elizabeth S. Swanson

Senior Relationship Manager, Institutional Services

248.644.2701 x 3205

248.644.6837

Beth.Swanson@GJSCO.com

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...

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Matthew J. Whitty

Director, Institutional Services

248.644.2701 x 3083

248.644.6837

Matthew.Whitty@GJSCO.com

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...
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Joseph E. Young

Investment Representative

248.644.2701 x 3201

248.644.6837

Joseph.Young@GJSCO.com

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...

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