Quantcast
The MFWire
Manage Email Alerts | Sponsorships | About MFWire | Who We Are

Subscribe to MFWire.com's News Alerts [click]

Rating:Ave Maria Promotes Six Not Rated 0.0 Email Routing List Email & Route  Print Print
Thursday, January 9, 2014

Ave Maria Promotes Six

Reported by Tommy Fernandez

The leadership of socially responsible investor Schwartz Investment, manager of the Ave Maria funds has evolved.

For example, founder George Schwartzman has been elevated, from president, to chairman and chief executive of the firm.

Following in his wake, Richard Platte was promoted to president, while Timothy Schwartz was named executive vice president.

Meanwhile, Brandon Scheitler was named co-portfolio manager of the Ave Maria Bond Fund (AVEFX) to serve along with Mr. Platte, who has managed the fund since its inception in 2003.

Cathy Stoner was named vice president and Laura Preston was promoted to director of operations.

Finally, Robert Schwartz was named vice president of Schwartz Investment Trust, the entity which oversees the Ave Maria Mutual Funds and the Schwartz Value Fund.

Here is the press release:
Company Press Release

Adviser to Ave Maria Mutual Funds Announces Six Promotions



BLOOMFIELD HILLS, Mich.--The Board of Directors of Schwartz Investment Counsel, Inc., the investment adviser to the Ave Maria Mutual Funds, has announced the promotion of six employees. Richard L. Platte, Jr., CFA was named President of the Firm and Timothy S. Schwartz was named Executive Vice President, both of whom are long-time employees. Brandon S. Scheitler was named Co-Portfolio Manager of the Ave Maria Bond Fund (AVEFX) to serve along with Mr. Platte, who has managed the fund since its inception in 2003. Cathy M. Stoner was named Vice President and Laura A. Preston was promoted to Director of Operations for the Firm. Additionally, Robert C. Schwartz was named Vice President of Schwartz Investment Trust, the entity which oversees the Ave Maria Mutual Funds and the Schwartz Value Fund. “These long tenured employees have proven their value to the Firm and their promotions help position us to better serve our clients,” remarked Chairman and CEO George P. Schwartz, CFA. Headquartered in Bloomfield Hills, Michigan, Schwartz Investment Counsel, Inc. manages more than $1.5 billion of investor assets and has branch offices in Plymouth, Michigan and Ave Maria, Florida.

“These long tenured employees have proven their value to the Firm and their promotions help position us to better serve our clients”

About Ave Maria Mutual Funds

Ave Maria Mutual Funds is the largest family of Catholic mutual funds in the U.S. The six no-load funds invest in companies that do not violate the pro-life, pro-family values of the Catholic Church. Ave Maria Mutual Funds launched its first fund, the Ave Maria Catholic Values Fund (Ticker: AVEMX), on May 1, 2001. Since then it has added four additional stock funds and one bond fund. The largest of the funds is the $710 million Ave Maria Rising Dividend Fund (Ticker: AVEDX). For more information about Ave Maria Mutual Funds, please call 1-866-AVE-MARIA (866-283-6274) or visit http://avemariafunds.com.

About Schwartz Investment Counsel, Inc.

Schwartz Investment Counsel, Inc. is a Registered Investment Adviser founded in 1980. The firm’s primary objective is to provide superior investment counsel to investors who seek a disciplined approach to investing. For more information about Schwartz Investment Counsel, please visitwww.schwartzinvest.com. Schwartz Investment Counsel, Inc. serves as investment adviser for Ave Maria Mutual Funds, which invests in securities only if they meet the Funds’ investment and religious requirements. As such, the returns may be lower or higher than if decisions were based solely on investment considerations. The Funds’ method of security selection may or may not be successful and the Funds may underperform or outperform the stock market as a whole. All mutual funds are subject to market risk, including possible loss of principal. Request a prospectus, which includes investment objectives, risks, fees, expenses and other information that you should read and consider carefully before investing. The prospectus can be obtained by calling 1-866-283-6274 or it can be viewed atwww.avemariafunds.com. Distributed by Ultimus Fund Distributors LLC.
 

Stay ahead of the news ... Sign up for our email alerts now
CLICK HERE

0.0
 Do You Recommend This Story?



GO TO: MFWire
Return to Top
 News Archives
2024: Q4Q3Q2Q1
2023: Q4Q3Q2Q1
2022: Q4Q3Q2Q1
2021: Q4Q3Q2Q1
2020: Q4Q3Q2Q1
2019: Q4Q3Q2Q1
2018: Q4Q3Q2Q1
2017: Q4Q3Q2Q1
2016: Q4Q3Q2Q1
2015: Q4Q3Q2Q1
2014: Q4Q3Q2Q1
2013: Q4Q3Q2Q1
2012: Q4Q3Q2Q1
2011: Q4Q3Q2Q1
2010: Q4Q3Q2Q1
2009: Q4Q3Q2Q1
2008: Q4Q3Q2Q1
2007: Q4Q3Q2Q1
2006: Q4Q3Q2Q1
2005: Q4Q3Q2Q1
2004: Q4Q3Q2Q1
2003: Q4Q3Q2Q1
2002: Q4Q3Q2Q1
 Subscribe via RSS:
Raw XML
Add to My Yahoo!
follow us in feedly


  1. MFDF webinar - BDC Board Service 101, December 10
  2. WE Boston - Give Back Event, December 10
  3. IMEA Distribution Council webinar - Unlocking Your Competitive Edge: Driving Results Through Net Promoter Excellence, December 10
  4. WE New York - End of Year Celebration, December 11
  5. MFDF webinar - ETF Product Trends: Board Implications, December 11
  6. Nicsa webinar - The Virtues of Corporate Culture, December 11
  7. MFDF webinar - Visually Mapping Board Composition: Skills Matrices in Fund Board Rooms, December 18
  8. IMEA webinar - Driving Equity: The FARE Journey and Its Impact on Financial Services, December 19
  9. MFDF webinar - 2024 Fair Valuation Pricing Survey: Building and Strengthening the Valuation Operating Model, January 7, 2025
  10. MFDF webinar - 15(c) White Paper Webinar Series: Part 2 – Board Processes, January 9, 2025
  11. MFDF webinar - AI and Fund Compliance, January 21, 2025
  12. MFDF In Focus - In Focus: Small Boards' Use of Skills Matrices, January 22, 2025
  13. MFDF 2025 Directors' Institute, January 27 - 29, 2025
  14. FSI OneVoice 2025, January 27 - 29, 2025
  15. 2025 ICI Innovate, February 3 - 5, 2025
  16. MFDF Director Discussion Series - Open Forum, February 10, 2025
  17. MFDF Director Discussion Series - Open Forum, February 11, 2025
  18. MFDF 2025 Fund Governance & Regulatory Insights Conference, March 6 - 7, 2025
  19. MFDF Director Discussion Series - Open Forum, April 2, 2025
  20. Envestnet Elevate 2025, April 9 - 10, 2025
  21. MFDF Director Discussion Series - Open Forum, April 15, 2025
  22. The 36th Sub-Advised Funds Forum, April 29 - 30, 2025
  23. Morningstar Investment Conference 2025, June 25 - 26, 2025
  24. MFDF Director Discussion Series - Open Forum, July 9, 2025




©All rights reserved to InvestmentWires, Inc. 1997-2024
14 Wall Street | 20th Floor | New York, NY 10005 | P: 212-331-8968 | F: 212-331-8998
Privacy Policy :: Terms of Use