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Sean Gaffney

Sean Gaffney

Portfolio Manager and Research Analyst at Schwartz Investment Counsel Inc.

Plymouth, MI , United States

About

Sean C. Gaffney, CFA, is a Portfolio Manager and Research Analyst at Schwartz Investment Counsel Inc. in Plymouth, Michigan, where he serves as co-manager of the Ave Maria World Equity Fund. His key responsibilities include managing global equity portfolios and conducting investment research across both equity and fixed income asset classes, with a particular focus on international equities through the Ave Maria World Equity Fund.

Previously, Sean was a Research Analyst at Schwartz Investment Counsel, Inc., and before that, an Investment Research Analyst at Plante Moran Financial Advisors, where he covered various sectors and contributed to portfolio construction and analysis. His experience encompasses deep analytical expertise in global equities and fixed income instruments for both institutional and retail products.

Sean holds a Bachelor of Science in Finance from the University of Connecticut and a Master of Arts in Theology from the Augustine Institute. He is a Chartered Financial Analyst (CFA) charterholder, denoting significant expertise in investment management and financial analysis. Sean’s promotion to co-manager of the Ave Maria World Equity Fund represents a notable achievement, highlighting his proficiency in handling diversified global portfolios and contributing to the firm’s ongoing success.

Career History

OrganizationRoleDate RangeDetails
Schwartz Investment Counsel, Inc.Portfolio Manager and Research AnalystMay 2022 to Present
Schwartz Investment Counsel, Inc.Research AnalystJun 2020 to May 2022
Plante Moran Financial AdvisorsInvestment Research AnalystAug 2017 to Jul 2018
Plante Moran Financial AdvisorsInvestment Research InternJun 2016 to Aug 2016
The Baker GroupFinancial Advisor InternMay 2014 to Aug 2015

Education

Augustine Institute

Master of Arts - MA, Theology

Detroit Catholic Central High School

University of Connecticut

Bachelor of Science - BS, Finance

Skills & Expertise

Customer Service
PowerPoint
Public Speaking
Leadership

Others at Schwartz Investment Counsel Inc. (5)

NameRoleLocation
Brandon Scheitler
Brandon Scheitler
Chief Investment OfficerDetroit, 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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