Our Team

Photo of George P. Schwartz, CFA
George P. Schwartz, CFA
Chairman & Chief Executive Officer

George is Chairman and Chief Executive Officer with responsibility for the development and implementation of investment strategy for the Firm. He is co-manager of the Ave Maria Rising Dividend Fund. 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 has served on several corporate and philanthropic boards.

Photo of Richard L. Platte, Jr., CFA
Richard L. Platte, Jr., CFA
President & Chief Investment Officer

Rick is President and Chief Investment Officer of the adviser. He is responsible for analyzing and evaluating investment opportunities suited to clients’ investment objectives. 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, 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.

Photo of Timothy S. Schwartz, CFA
Timothy S. Schwartz, CFA
Executive Vice President & Portfolio Manager

Tim is the Chief Financial Officer for the Firm. He is also lead portfolio manager of the Ave Maria Value 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.

Photo of Joseph W. Skornicka, CFA
Joseph W. Skornicka, CFA
Senior Vice President & Portfolio Manager

Joe is lead portfolio manager of the Ave Maria World Equity Fund and co-manager of the Ave Maria Value 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.

Photo of MICHAEL J. SCHWARTZ
MICHAEL J. SCHWARTZ
Senior Vice President –
Institutional Sales

Mike is responsible for servicing the advisor channel for the Ave Maria Mutual Funds. 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.

Photo of ROBERT C. SCHWARTZ, CFP®
ROBERT C. SCHWARTZ, CFP®
SENIOR VICE PRESIDENT & Portfolio Manager

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.

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 [FINRA BrokerCheck]. He is a member of the Mutual Fund Education Alliance and the ICI Small Funds Committee.

Photo of Brandon S. Scheitler
Brandon S. Scheitler
Vice President & Portfolio Manager

Brandon is lead portfolio manager of the Ave Maria Bond Fund. 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 from Walsh College. He also holds the FINRA Series 65 license [FINRA BrokerCheck].

Photo of BRIAN D. MILLIGAN, CFA
BRIAN D. MILLIGAN, CFA
Vice President & Portfolio Manager

Brian is lead portfolio 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.

Photo of CATHY M. STONER, CPA, IACCP℠
CATHY M. STONER, CPA, IACCP℠
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.

Photo of CHADD M. GARCIA, CFA
CHADD M. GARCIA, CFA
Portfolio Manager & Senior Research Analyst

Chadd is co-portfolio manager of the Ave Maria Value Fund and is also 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 CFA® charterholder.

Photo of ADAM P. GAGLIO, CFA
ADAM P. GAGLIO, CFA
Portfolio Manager & Head Trader

Adam is co-portfolio manager of the Ave Maria Bond Fund. He is also a research analyst responsible for equity research functions for the Firm with a focus on small- and micro-cap companies and is responsible for the Firm's trading functions. 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.

Photo of MICHAEL J. RICHTER
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 [FINRA BrokerCheck]. He is a member of the Mutual Fund Education Alliance and the ICI Small Funds Committee.

Photo of TODD C. 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 [FINRA BrokerCheck].

Photo of LAURA A. PRESTON
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.

Photo of Annie M. Malcolm
Annie M. Malcolm
OPERATIONS MANAGER

Annie is responsible for client account maintenance, trade support, reporting, and other daily operations of the Firm. In addition, she handles several internal accounting procedures and assists the Chief Compliance Officer in meeting ongoing regulatory and compliance obligations. Annie also supports the Firm's marketing department by writing and editing various communications to clients and shareholders. Before joining the Operations department in 2011, she worked as a part-time Administrative Assistant at the Firm.

Prior to joining Schwartz Investment Counsel, Inc., Annie worked as a Recruiter and Customer Service Representative for Manpower Inc. in Naperville, IL. She graduated with honors from the University of Notre Dame with a Bachelor of Arts degree in Psychology.

Photo of CHRISTOPHER E. O’ROURKE
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 has a Bachelor of Science degree in Management from Hodges University in Naples, Florida.

Photo of Gregory R. Heilman, CFA
Gregory R. Heilman, CFA
Of Counsel

Greg is a retired Sr. Vice President of Schwartz Investment Counsel, Inc., having joined the firm in 2003. Prior thereto, Greg was Vice President and Portfolio Manager with Gries Financial LLC in Cleveland, Ohio and was previously a Portfolio Manager and Analyst with BP America and Western Reserve Capital Management.

Greg has a Bachelor of Science degree from the University of Dayton and a Master of Business Administration degree from the University of Toledo.