Team
Gregory J. Schwartz, Sr.
Chairman
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...
Andrew T. Bearre, R.F.C.
Director, Executive Wealth Management, Institutional Services
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...
Gabe S. Beshara
Investment Adviser
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...
David R. Breuhan
Vice President
David R. Breuhan is the Vice President and Portfolio Manager with the private investment firm of Schwartz & Co., Inc. For the past 31 years, he has managed corporate and public retirement plans and provided advice as a personal...
McKenzie Burns, C.P.A.
Controller
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...
Paulina Camaj
Client Service Associate
Kristin Costa
Office Administrator
Kristin Costa is the Office Administrator for Schwartz & Co.’s office in Naples, Florida. Her responsibilities include providing support to the advisers and clientele of the firm, as well as overseeing office operations and...
Spencer Eick, CFP®
Investment Adviser
Spencer Eick works as an Investment Adviser 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...
Tatum S. Eick
Marketing and Communications, Investment Banking
Tatum Eick is a Marketing and Communications specialist in the Investment Banking group at Schwartz & Co. In her current role, she is focused on internal and external marketing, buyer outreach, communication and process organization...
Grace Ferguson
Compliance Analyst
Grace Ferguson 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...
Jonathan D. Goike
Investment Adviser
Jonathan D. Goike has been an Investment Adviser at Schwartz & Co. for more than 20 years. Mr. Goike specializes in wealth management for individuals and families. He also oversees management of the Firm’s Trade Desk ...
Peggy Gordon
Administrative Assistant
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...
Jake Herman, CFP®
Investment Adviser
Jake Herman joined Schwartz & Co. in 2017 as an Investment Adviser Representative, and in 2020 obtained the CERTIFIED FINANCIAL PLANNER™ designation. Mr. Herman works with a team that specializes in providing wealth management...
Robert S. Higgins
Relationship Manager, Institutional Services
Robert S. Higgins is a Relationship Manager in Schwartz & Co.’s Institutional Services Group. As a Registered Representative and Investment Adviser Representative, his responsibilities include investment research, fiduciary ..
Nicole Hoag, CFP®
Director of Client Service, Executive Wealth Management, Institutional Services
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
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....
Michael Kucera, AIF®
Financial Adviser
Mike Kucera is an Investment Adviser Representative at Schwartz & Co. He has been a member of the Schwartz & Co. team since 2024, but has been helping clients and working in the investment business since 1992. Mike's practice is...
Michelle F. Lutfy
Executive Assistant, Wealth Management
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
Gavin McKenzie
Financial Adviser Associate
Gavin McKenzie is an Associate Financial Adviser at Schwartz & Co. Gavin graduated from Hillsdale College in 2021 with a B.A. in Finance. Since joining Schwartz & Co., Gavin has dedicated himself to making the lives of clients and plan...
Matt Miller
Director of Investment Banking
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
Director of Corporate Strategy
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...
Colleen O'Brien
Executive Assistant, Wealth Management
Colleen O’Brien joined Schwartz & Co. in 2023. In her current role, she provides internal support to a group of investment professionals within the firm who specialize in personal investment planning. Colleen began her career in Public...
Michael P. O'Brien, C.P.A.
Investment Adviser
Michael P. O’Brien is an Investment Adviser of Schwartz & Co. and has been with the organization for over 20 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
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 Adviser
Ryan H. Reed has been with Schwartz & Co. since 2002. As an Investment Adviser, Mr. Reed provides guidance to individuals and families to help them reach their financial goals through asset allocation and diversification. Ryan also...
Grace Salzeider
Relationship Manager
Grace Salzeider is a Relationship Manager within the Institutional Services Group. She primarily works with 401(k) clients on fiduciary oversight and provides education and investment advice to plan participants. She began her career...
Janette L. Schad
Director of Employee Engagement
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...
Edward A. Schwartz
Chief Executive Officer
Edward A. Schwartz is the Chief Executive Officer 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 ...
Gregory J. Schwartz, Jr.
Principal
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,...
Gregory Schwartz, III, CFP®
Investment Adviser
Greg Schwartz III works as an Investment Adviser 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...
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...
Peter F. Schwartz
Principal
Peter F. Schwartz is a Registered Representative, Investment Adviser Representative, and a Principal of Schwartz & Co. He has been in the investment advisory business since 1996.
TJ Schwartz
Investment Adviser, Institutional Services
TJ Schwartz is an Investment Advisor Representative within Schwartz & Co.’s Institutional Services Group. His responsibilities include investment advisory service to our retirement plan clients, including both plan sponsor oversight...
Walter G. Schwartz
Principal
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 Adviser....
Donna S. Sterner
Receptionist
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
Elizabeth S. Swanson is a Senior Relationship Manager in Schwartz & Co.’s Institutional Services Department with 23+ years of experience. She is responsible for oversight of our defined contribution plans. Beth has vast experience with...
Matthew J. Whitty
Director, Institutional Services
Matthew J. Whitty serves as Director of Schwartz & Co.’s Institutional Services Group. As a Registered Representative and Investment Adviser Representative, he focuses on research and monitoring of investment vehicles, as well...
Joseph E. Young
Investment Representative
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...
Romain Ducasse
Investment Adviser