People

GEORGE_125W

GEORGE P. SCHWARTZ, CFA, CHAIRMAN & CEO

George is Chairman and Chief Executive Officer of Schwartz Investment Counsel, Inc., which he founded in 1980.  He is responsible for the development and implementation of the corporate strategy for the Firm.  He is co-portfolio manager of the Ave Maria Rising Dividend Fund, Ave Maria Catholic Values Fund, and Schwartz Value Focused Fund.  George was an investment research analyst and partner with two New York Stock Exchange member firms from 1967 to 1974.  He was Vice President, Senior Investment Officer, and Chairman of the Investment Committee of the National Bank and Trust of Ann Arbor from 1974 to 1980.

George has a Bachelor of Science degree in Finance from the University of Detroit, is a CFA charterholder, and a Chartered Investment Counselor. He is a member of the CFA Society of Detroit, the Economic Club of Detroit, and the CFA Institute and serves on several corporate and philanthropic boards. George is also the author of two books on investing, Shareholder Rebellion and Good Returns.

Message from our Founder & CEO   |   George’s Gems   |   Good Returns

RICK_125W

RICHARD L. PLATTE, JR., CFA, PRESIDENT & CIO

Rick is President and Chief Investment Officer with responsibility for the development and implementation of investment strategy for the Firm. He is lead manager of the Ave Maria Rising Dividend Fund and co-manager of the Ave Maria Growth Fund and Ave Maria Bond Fund.  From 1974 to 1979, he was an investment research analyst with the National Bank of Detroit, covering a wide array of industries and from 1979 to 1983, he was the Chief Trust Investment Officer for the National Bank and Trust of Ann Arbor. Prior to joining Schwartz Investment Counsel, Inc., in 1987, he spent four years as an investment counselor with Securities Counsel, Inc., where he managed portfolios for pension and profit sharing plan clients.

Rick holds Bachelor of Science and Master of Business Administration degrees from the University of Michigan. He is a CFA charterholder and a Chartered Investment Counselor. He is a past President of the CFA Society of Detroit, and a member of the CFA Institute.

timschwartz

TIMOTHY S. SCHWARTZ, CFA, EXECUTIVE VICE PRESIDENT

Tim is Chief Financial Officer for the Firm.  He is also lead manager of the Ave Maria Catholic Values Fund and the Schwartz Value Focused Fund.  Tim joined Schwartz Investment Counsel, Inc. in 1998, and prior thereto was an analyst in the commercial credit departments of Fifth Third Bank and Comerica Bank.

Tim has a Bachelor of Science degree in Finance from Fairfield University and a Master of Business Administration degree from Walsh College. He is a CFA charterholder and a member of the CFA Society of Naples and the CFA Institute.

Skornicka_J_WEB

JOSEPH W. SKORNICKA, CFA, SENIOR VICE PRESIDENT

Joe is lead manager of the Ave Maria World Equity Fund and co-manager of the Ave Maria Catholic Values Fund.  He is also responsible for equity research functions with a focus on large-cap stocks and global equities. Prior to joining the firm in 2012, Joe was a portfolio manager at Munder Capital Management in Birmingham, Michigan where he also provided idea generation and research support in the financial services sector. Joe was a vice president and portfolio manager at INVESCO in Denver, Colorado from 2001 to 2004. He originally joined Munder Capital in 1995 as a result of the firm’s merger with Comerica Bank. Prior thereto, he was an equity analyst at Woodbridge Capital Management, an investment subsidiary of Comerica.

Joe has a Bachelor of Arts degree in financial administration from Michigan State University and a Master of Business Administration degree from the University of Michigan. He has earned the Chartered Financial Analyst® designation and is a member of the CFA Institute and the CFA Society of Detroit.

MIKE_125W

MICHAEL J. SCHWARTZ, SENIOR VICE PRESIDENT - INSTITUTIONAL SALES

Mike is responsible for servicing the advisor channel for the Firm’s proprietary mutual funds – Ave Maria Mutual Funds and Schwartz Value Fund. Prior to joining the Firm in July 2003, Mike spent nine years with Automatic Data Processing where he was National Sales Manager for the Employer Services Division.

Mike has a Bachelor of Science degree in Finance from the University of Dayton and a Master of Business Administration degree from Madonna University.

BOBS_125W

ROBERT C. SCHWARTZ, CFP®, VICE PRESIDENT

Bob is co-manager of the Ave Maria World Equity Fund and a portfolio manager for select private clients.  He is also responsible for developing and implementing investment strategies suited to clients’ individual investment objectives. Bob joined Schwartz Investment Counsel, Inc. in 2001. Prior to joining the Firm, he was a Database Manager with The Medstat Group, a healthcare information services company. Prior thereto he was a customer service representative with Bank One.

Bob has a Bachelor of Arts degree in Economics and Psychology from the University of Michigan – Dearborn. Bob is a CFP® professional and holds the FINRA Series 65 license. He is a member of the Mutual Fund Education Alliance and the ICI Small Funds Committee.

Cathy Stonerweb

CATHY M. STONER, CPA, IACCP(SM), VICE PRESIDENT & CHIEF COMPLIANCE OFFICER

Cathy manages the financial affairs of the Firm, including the coordination and supervision of all back office operations, internal accounting procedures, regulatory compliance, and client services. In these roles, she interfaces with clients, attorneys, accountants, custodians, brokers, and other vendors on behalf of the Firm. Cathy joined Schwartz Investment Counsel, Inc. in 2009. Prior thereto, she was an external audit manager for Deloitte & Touche, LLC serving a variety of clients in both the automotive and healthcare industries.

Cathy has a Bachelor of Accountancy from Walsh College. She is a Certified Public Accountant and a member of the AICPA.

Todd Giessler

TODD C. GIESSLER, DIRECTOR OF ADVISORY SERVICES

Todd is responsible for servicing the advisor channel for the Firm’s proprietary mutual funds – the Ave Maria Mutual Funds. Prior to joining the Firm in July 2012, Todd was a DC Benefits Operations Manager with AON Hewitt. Prior thereto he was a Retirement Internal Consultant with Nationwide Financial. From 1995 to 2009, Todd worked for Putnam Investments in a variety of sales & marketing positions, advancing to Senior Regional Marketing Director.

Todd has a Bachelor of Science degree in Business Management from Ithaca College and holds the FINRA Series 6, 7 and 63 licenses.

MIKER_125W

MICHAEL J. RICHTER, DIRECTOR OF MARKETING

Mike is responsible for development and implementation of the Firm’s marketing and public relations initiatives. Mike joined Schwartz Investment Counsel, Inc. in 2011. Prior to joining the Firm, Mike was Manager of Corporate Marketing and Communications at Munder Capital Management. Prior thereto, Mike was a marketing specialist at Detroit-based Roney & Co.

Mike has a Bachelor of Science degree in Business Administration from Ferris State University and holds the FINRA Series 7 and Series 63 licenses.  He is a member of the Mutual Fund Education Alliance and the ICI Small Funds Committee.

LAURA_125W

LAURA A. PRESTON, DIRECTOR OF OPERATIONS

Laura is responsible for the management of the operations department, including portfolio accounting, performance reporting, client account maintenance and billing. She also manages relationships with key service providers, such as custodians and brokerage firms.  Prior to joining the Firm in 1996, Laura worked in the healthcare industry as an administrative assistant.

Laura has a Bachelor of Arts degree in English from Michigan State University and a Master of Arts degree in Teaching from the University of Michigan – Dearborn.

BRANDON_125W

BRANDON S. SCHEITLER, PORTFOLIO MANAGER, FIXED INCOME AND EQUITY RESEARCH ANALYST

Brandon is lead manager of the Ave Maria Bond Fund and is also a fixed income and equity research analyst. Prior to joining the Firm in 2007, Brandon worked for Waddell & Reed and Merrill Lynch.

Brandon has a Bachelor of Business Administration degree in Finance and a Master of Business Administration degree from Walsh College. He also holds the FINRA Series 65 license.  He is a 2017 Level II CFA candidate.

Chadd-Garcia-2015web2

CHADD M. GARCIA, SENIOR RESEARCH ANALYST

Chadd is responsible for equity research functions for the firm.  Previously, Chadd analyzed public equities as a Managing Director at SQ Advisors.  Prior thereto Chadd worked in private equity as a Managing Director at Gulf Coast Capital Partners and as Vice President at Comvest Partners.  Before his work in private equity, Chadd was an Associate in the mergers and acquisitions group at CIBC World Markets.

Chadd has a Bachelor of Science degree in Agricultural Resource and Economics from The University of Arizona and a Master of Business Administration degree from Harvard University.  He is a board member and CFO of The Rising Farmworker Dream Fund and is a Knight in the Sovereign Military Order of Malta. He is a 2017 Level III CFA candidate.

AdamResize

ADAM P. GAGLIO, CFA, EQUITY RESEARCH ANALYST

Adam is a research analyst responsible for equity research functions for the Firm with a focus on small and micro-cap companies. Prior to joining the firm in 2013, Adam was an actuarial analyst at Towers Watson.

Adam has a Bachelor of Science degree in Math from the University of Michigan. He is a CFA® charterholder and a member of the CFA Society of Naples and the CFA Institute.

Brian Mulligan web

BRIAN D. MILLIGAN, CFA, PORTFOLIO MANAGER AND ANALYST

Brian is lead manager of the Ave Maria Growth Fund. He is also a research analyst responsible for equity research functions for the Firm with a focus on growth companies. Prior to joining the Firm in 2014, Brian was an analyst with Standard & Poor’s.

Brian has a Bachelor of Science degree from Trine University and graduated magna cum laude from the University of Notre Dame with a Master of Business Administration degree. He is a CFA® charterholder.

CHRIS_125W

CHRISTOPHER E. O’ROURKE, SENIOR ACCOUNT REPRESENTATIVE

Chris manages the mutual fund shareholder servicing department. In this role, he interfaces with individual shareholders and prospective shareholders, handles telephone inquiries, fulfillment of literature requests and shareholder account servicing. Chris joined Schwartz Investment Counsel, Inc. in 2005. Prior thereto, he was a Regional Sales Manager for Flint Ink, a commercial printing ink supplier. Prior thereto, Chris was employed for ten years at Ford Motor Company in various professional positions.

Chris holds the FINRA Series 6 and Series 63 licenses and has a Bachelor of Science degree in Management from Hodges University in Naples, Florida.

GREG_125W

GREGORY R. HEILMAN, CFA, OF COUNSEL

Prior to joining the firm in 2003, Greg was Vice President and Portfolio Manager with Gries Financial LLC in Cleveland, Ohio for four years. From 1987 to 1999, he was a Portfolio Manager and Analyst with BP America. Prior experience included portfolio management responsibilities with Western Reserve Capital Management and two bank trust departments.

Greg has a Bachelor of Science degree from the University of Dayton and a Master of Business Administration degree from the University of Toledo. He is a CFA charterholder, a member of the CFA Institute and a past President of the Louisville Analysts Society.

Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™ and federally registered CFP (with flame design) in the U.S., which it awards to individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

You are now leaving the Schwartz Investment Counsel, Inc. website and accessing the Schwartz Value Focused Fund site.

Continue »