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Brandon Scheitler

Brandon Scheitler

Chief Investment Officer at Schwartz Investment Counsel Inc.

Detroit, MI , United States

About

Brandon Scheitler is the Chief Investment Officer and Senior Vice President at Schwartz Investment Counsel, Inc., where he serves as Lead Portfolio Manager for both the Ave Maria Rising Dividend Fund and the award-winning Ave Maria Bond Fund. In his current capacity, he oversees investment strategies across fixed income and equities, employing a value-driven, bottom-up approach and providing leadership in portfolio management, strategy development, and research analysis. Based in Detroit, he also manages customized fixed income portfolios for high net worth individuals and contributes to overall firm strategy.

Scheitler's expertise spans both fixed income and equity asset classes, with a particular focus on value-driven investment strategies and risk-adjusted returns in mutual funds. He has extensive experience as an analyst specializing in fixed income and equity research, and has previously directed trading activities across asset classes, including responsibilities as Head Trader. His work with the Ave Maria Bond Fund has been recognized through multiple Lipper awards for superior performance in its peer group.

Prior to joining Schwartz Investment Counsel, Inc. in 2007, Scheitler held positions at Waddell & Reed and Merrill Lynch, deepening his background in wealth management and investment analysis. He holds both a Bachelor of Business Administration in Finance and a Master of Business Administration from Walsh College and maintains the FINRA Series 65 license. With over two decades of financial services experience, he is recognized for designing and implementing personalized investment solutions for diverse client needs.

Career History

OrganizationRoleDate RangeDetails
Schwartz Investment Counsel, Inc.Chief Investment OfficerJan 2024 to Present
Schwartz Investment Counsel, Inc.Vice President and Portfolio Manager Ave Maria Bond Fund and Ave Maria Rising Dividend FundJan 2016 to Present
Strategic leadership to a team of portfolio managers in determining, monitoring, and analyzing investment opportunities for the firm Go-to-person in creating the quarterly market and economic report f...
Schwartz Investment Counsel, Inc.Fixed Income and Equity Analyst and Head TraderJan 2010 to Sep 2013
Integral part of the Investment Committee meetings in charge of presenting equity and fixed income investment ideas Proficient use of spreadsheets in providing presentations as well as in maintaining ...
Schwartz Investment Counsel, Inc.Fixed Income and Equity Analyst and Co-Portfolio Manager Ave Maria Bond FundSep 2013 to Dec 2015
Fulfillment of key duties such as directing fixed-income private clients as well as facilitating quarterly presentations on process and outcome of the fund to the board of directors Contributor to all...
Schwartz Investment Counsel, Inc.Operation Assistant and TraderAug 2007 to Dec 2010
Spearheading of separately managed accounts for all strategies, on varying platforms Enforcing of strict conformity with monthly checklists in alignment with the set company protocols Pivotal role in ...

Education

Walsh College

Master of Business Administration - MBA

2010 2012

Walsh College

Bachelor's degree, Finance, General

2002 2006

Skills & Expertise

Portfolio Management
Fixed Income
Bloomberg Terminal
Asset Management
Credit
Investments
Equities
Financial Analysis
Mutual Funds
Finance
Financial Modeling
Bloomberg
Microsoft Word
Microsoft Excel
Microsoft Office
MarketAxess
Municipal Bonds
Macroeconomics
Yield Curve Analysis
Equity Trading
Fixed Income Trading
Attribution Analysis

Others at Schwartz Investment Counsel Inc. (5)

NameRoleLocation
Sean Gaffney
Sean Gaffney
Portfolio Manager and Research AnalystPlymouth, MI , United States
T
Timothy Schwartz
President and CEO, Portfolio ManagerNaples, FL , United States
Adam Gaglio
Adam Gaglio
Lead Portfolio Manager- Ave Maria Growth Fund (AVEGX)Detroit, MI , United States
G
Gloria Miller
Managing PartnerUnited States
James Peregoy
James Peregoy
Investment Research Analyst and Head TraderDetroit, MI , United States

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