TJ Schwartz is an Investment Adviser Representative within Schwartz & Co.’s Institutional Services Group. His responsibilities include investment advisory service to our retirement plan clients, including both plan sponsor oversight committees and individual plan participants. He is experienced in coordinating RFP processes for retirement plan sponsors.
Prior to joining Schwartz & Co., he worked in the real estate industry at The Hall and Hunter Agency and in property management at Baldwin House Management.
TJ received his bachelor’s degree from Fairfield University. He is a graduate of Brother Rice High School. He holds a Series 65 investment advisory license and a Real Estate Agent license. TJ resides in Bloomfield Hills, Michigan.
He loves everything Detroit sports, especially the Lions, and is a passionate Notre Dame football fan.