
Hãy thử tìm kiếm với từ khóa khác
Tên | Tiêu đề | Kể từ | Cho tới |
---|---|---|---|
James T. Peregoy | Portfolio Manager | 2025 | bây giờ |
Tiểu sử | James T. Peregoy, CFA, co-portfolio manager of the Fund, joined the Adviser in 2021 and currently serves as Portfolio Manager and Head Trader. From August 2019 until July 2021, he was a consultant at Plante Moran, an audit, tax, consulting, and wealth management service provider. | ||
George P. Schwartz | Founder | 2020 | bây giờ |
Tiểu sử | Schwartz, Chairman and Chief Executive Officer of Schwartz Investment Counsel, Inc, has acted as a portfolio manager and co-portfolio manager. He also serves as director of Schwartz Investment Counsel, Inc., president, chief executive officer and chief investment officer with responsibility for the development and implementation of the investment strategy of the firm. 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 1980, George founded Schwartz Investment Counsel, Inc. Schwartz holds the Chartered Financial Analyst designation. | ||
Brandon S.. Scheitler | Portfolio Manager | 2013 | bây giờ |
Tiểu sử | Brandon is Chief Investment Officer of Schwartz Investment Counsel, Inc. He is also lead portfolio manager of the Ave Maria Fixed Income Strategy and lead manager of the Ave Maria Rising Dividend Strategy. He 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, both from Walsh College. He also holds the FINRA Series 65 license. | ||
Richard L. Platte | Executive Vice President | 2003 | 2020 |
Tiểu sử | Platte is Executive Vice President of Schwartz Investment Counsel, Inc., and he has been with them since 1987. Platte has earned the right to use the Chartered Financial Analyst designation. | ||
Adam P. Gaglio | Portfolio Manager | 2018 | 2019 |
Tiểu sử | Adam is lead portfolio manager of the Ave Maria Growth Strategy. He is also 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. |
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