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 plan clients. She focuses the majority of her time on participant-directed, defined contribution plans.
She began her investment career at Morgan Stanley Dean Witter as a Financial Advisor. She later worked as an Internal Wholesaler with Munder Capital Management. She assisted Financial Advisors and Portfolio Managers with in-depth mutual fund analysis. Before joining Schwartz & Co.,Ms. Schad worked for Putnam Investments in Boston, MA. In addition to being a Registered Representative, she is also a Registered Investment Advisor.
Ms. Schad graduated from Michigan State University, where she earned a Bachelor of Arts degree in Finance. She also graduated from West Bloomfield High School.
Ms. Schad is married to her husband, Kevin, and they have one child, Abigail.