People

GEORGE P. SCHWARTZ, CFA, PRESIDENT

George is President, Chief Executive Officer and Chief Investment Officer with responsibility for the development and implementation of investment strategy for the Firm. From 1967 to 1974, he was an investment research analyst and a partner with two New York Stock Exchange member firms. From 1974 to 1980, he was Vice President, Senior Investment Officer, and Chairman of the Investment Committee of the National Bank and Trust of Ann Arbor. In that position, he had direct responsibilities for over $500 million of investment funds. In 1980, George founded Schwartz Investment Counsel, Inc.

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.

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

RICHARD L. PLATTE, JR., CFA, EXECUTIVE VICE PRESIDENT

Rick is responsible for analyzing and evaluating investment opportunities suited to clients’ investment objectives. 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. Rick is also an adjunct faculty member in Finance at Lawrence Technological University.

GREGORY R. HEILMAN, CFA, SENIOR VICE PRESIDENT

Greg is portfolio manager of the Ave Maria World Equity Fund and co-manager of the Ave Maria Catholic Values Fund. In addition, he manages portfolios for selected private clients. Greg is also responsible for equity research functions for the Firm. 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.

TIMOTHY S. SCHWARTZ, CFA, VICE PRESIDENT

Tim is portfolio manager of the Ave Maria Opportunity Fund and co-portfolio manager of the Schwartz Value Fund. Tim also serves as Chief Financial Officer for the Firm. 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 Detroit and the CFA Institute.

MICHAEL J. SCHWARTZ, VICE PRESIDENT & DIRECTOR OF ADVISORY SERVICES

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.

ROBERT C. SCHWARTZ, CFP^®, VICE PRESIDENT

Bob is responsible for developing and implementing investment strategies suited to clients’ individual investment objectives. He is a portfolio manager for select private clients. 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 M. STONER, CPA, IACCP^SM, OPERATIONS MANAGER & 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.

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.

LAURA A. PRESTON, ASSISTANT OPERATIONS MANAGER

Laura performs various operational and administrative functions as Assistant Operations Manager. In this role, she interfaces with various brokerage firms and traders, monitors trade executions, and resolves trade processing and settlement issues. 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 S. SCHEITLER, HEAD TRADER

Brandon is responsible for the Firm’s trading and various operational and administrative functions. 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 from Walsh College. He also holds the FINRA Series 65 license.

CHRISTOPHER E. O’ROURKE, 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 is earning a Bachelor of Business Administration degree in Finance from Walsh College.

ROBERT M. DAILEY, CFA, OF COUNSEL

As of January 1, 2011, Bob retired from active management and became Of Counsel. In that role, he counsels selected clients of the Firm as well as advising and assisting other portfolio managers. Before joining Schwartz Investment Counsel, Inc., in 1993, he was President of R.G. Dailey & Co., Inc., a manufacturers’ representative agency. Prior thereto, he gained ten years experience as a portfolio manager in the Trust Investment Department of Comerica Bank.

Bob has a Bachelor of Business Administration from Eastern Michigan University and a Master of Business Administration degree from the University of Michigan. He is a CFA charterholder and a Chartered Investment Counselor. He is a member of the CFA Society of Detroit and the CFA Institute.

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.