Team
Gregory J. Schwartz, Sr.
Chairman
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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
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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
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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
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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
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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
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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
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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
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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
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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
Vice President
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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...
McKenzie Burns, C.P.A.
Controller
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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
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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...
Spencer Eick
Investment Advisor
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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...
Jonathan D. Goike
Investment Advisor
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Jonathan D. Goike has been an Investment Advisor 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
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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 Advisor
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Jake Herman joined Schwartz & Co. in 2017 as a Registered Investment Advisor, 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
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Nicole Hoag
Investment Advisor, Executive Wealth Management, Institutional Services
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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
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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....
Michelle F. Lutfy
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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
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Matt Miller
Director of Investment Banking
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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
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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...
Michael P. O'Brien, C.P.A.
Investment Advisor
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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
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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
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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
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Gregory Schwartz, III CFP®
Investment Advisor
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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
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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
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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
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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
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Joseph E. Young
Investment Representative
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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...
Christopher MacKenzie, JD, CFP©
Investment Advisor
Christopher S. MacKenzie is an investment advisor at Schwartz & Co. He specializes in financial planning and investment management services for institutions, families, and individuals. Prior to joining Schwartz & Co., Chris worked as...