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

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

Rating:Two Leaders Rise After a Midwestern Fund Firm's Prez Retired Not Rated 0.0 Email Routing List Email & Route  Print Print
Friday, March 27, 2020

Two Leaders Rise After a Midwestern Fund Firm's Prez Retired

Reported by InvestmentWires Staff, 

On March 1, Michael Shwartz was promoted from senior vice president of Ave Maria Funds shop Schwartz Investment Counsel, Inc., to executive vice president in charge of institutional sales at the Plymouth, Michigan-based firm. As in his former position, Michael reports to Tim Schwartz, president and lead PM of the Ave Maria Value Fund.

Michael J. Schwartz
Schwartz Investment Counsel, Inc.
Chairman, CEO
Earlier this year in January, Richard Platte, who joined the firm in 1987, retired as president and chief investment officer. Schwartz's brother Tim Schwartz was promoted from executive vice president.

Joe Skorniska, chief investment officer, and Robert Schwartz succeeded Mike Schwartz as senior vice presidents.

Mike Schwartz, who graduated from the University of Dayton with a BS in Finance and from Madonna University with an MBA, joined the firm in 2003.

Skorniska graduated with a BA in Financial Administration from Michigan State University and with a MBA from the University of Michigan. He joined the firm in 2012.

Tim joined Schwartz investment in 1998. He graduated from Fairfield University with a BS in Finance and from Walsh College with an MBA.

Robert also graduated from the University of Michigan, Dearborn, with a BA in Economics and Psychology. He joined the firm in 2001. 

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
2025: Q4Q3Q2Q1
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. WE U.S. - Women in Finance brunch at Dallas Securities Traders Association conference, September 4
  2. FutureProof Festival, Sep 7-10
  3. WE SoCal - Welcome Mixer at FutureProof, September 8
  4. WE US - ICI conference luncheon, September 8
  5. ICI ETF Conference, Sep 8-10
  6. WE Chicago - Unstoppable: A Journey of Resilience and Redefining Limits, September 9
  7. MFDF webinar - Series Trust Funds - Compliance and Board Reporting, September 10
  8. Nicsa webinar - Reimagining Reconciliation: AI, Regulation, and Capital Markets Transformation, September 10
  9. MFDF In Focus - Board Oversight of DEI in Current Landscape, September 11
  10. WE San Francisco - Annual Networking Event, September 11
  11. 2025 MMI Institutional Forum, September 11
  12. IDC webinar - Distribution for Fund Directors: Evolution and Trends, September 15
  13. IMEA Content Management Roundtable, September 16
  14. IMEA 2025 Star Awards Celebration, September 16
  15. IMEA Marketing Summit, Sep 16-17
  16. MFDF webinar - MFDF 15(c) White Paper Webinar Series: Part 4 – Enforcement Action Takeaways, September 16
  17. MFDF webinar - Latest in Closed-End Funds Litigations, September 23
  18. WE PNW - Mentorship Program Virtual Session: Building Trust to Win New Business and Influence Others, September 23
  19. Nicsa webinar - Utilizing AI to Enhance Distribution & Advisor Engagement, September 24
  20. MFDF webinar - Fixed Income Insights: Navigating Market Trends & Opportunities, September 24
  21. IMEA Portfolio Construction Roundtable, September 24
  22. IMEA Models Roundtable, September 25
  23. Expect Miracles Atlantic Coast Classic 2025, September 29
  24. MFDF webinar - Risk Management Essentials for RICs and Boards, September 29
  25. MFDF webinar - Diligent - Tools for Fund Board Book, October 1
  26. 10th annual Fuse Forum, October 8




©All rights reserved to InvestmentWires, Inc. 1997-2025
14 Wall Street | 20th Floor | New York, NY 10005 | P: 212-331-8968 | F: 212-331-8998
Privacy Policy :: Terms of Use