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Brandon Scheitler
Chief Investment Officer at Schwartz Investment Counsel Inc.
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
| Organization | Role | Date Range | Details |
|---|---|---|---|
| Schwartz Investment Counsel, Inc. | Chief Investment Officer | Jan 2024 to Present | — |
| Schwartz Investment Counsel, Inc. | Vice President and Portfolio Manager Ave Maria Bond Fund and Ave Maria Rising Dividend Fund | Jan 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 Trader | Jan 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 Fund | Sep 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 Trader | Aug 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
Others at Schwartz Investment Counsel Inc. (5)
| Name | Role | Location |
|---|---|---|
| Portfolio Manager and Research Analyst | Plymouth, MI , United States | |
T Timothy Schwartz | President and CEO, Portfolio Manager | Naples, FL , United States |
| Lead Portfolio Manager- Ave Maria Growth Fund (AVEGX) | Detroit, MI , United States | |
G Gloria Miller | Managing Partner | United States |
| Investment Research Analyst and Head Trader | Detroit, MI , United States |
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