Dean Schwefel

Dean Schwefel, CFA, serves as Senior Investment Analyst at Geneva Partners, LLC, where he leads in-depth equity research and portfolio management. Based in the greater Chicago and Lake Geneva area, he is responsible for developing investment strategies, with a focus on quality growth equities and long-term capital appreciation, as evidenced by his published research on factors such as return on invested capital (ROIC) and sustained earnings growth.

Schwefel specializes in the analysis of publicly traded U.S. equities, with a particular emphasis on sectors like consumer discretionary (retail) and business models that demonstrate durable earnings growth and strong operational efficiencies. He employs a rigorous, fundamentals-driven approach to identifying businesses with predictable growth, high profit margins, and efficient asset turnover, while providing investment advisory services to clients of Geneva Partners.

Before joining Geneva Partners in 2016, Schwefel was a Junior Investment Analyst at Old Republic Asset Management and previously held an internship at RMB Capital. He holds a finance degree from Indiana University Bloomington and completed a specialization in Entrepreneurship at University College Dublin. Dean earned the CFA charter in 2021 and is recognized for his clear, research-based insights on equity investing and portfolio construction.