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Sean Gaffney
Portfolio Manager and Research Analyst at Schwartz Investment Counsel Inc.
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
| Organization | Role | Date Range | Details |
|---|---|---|---|
| Schwartz Investment Counsel, Inc. | Portfolio Manager and Research Analyst | May 2022 to Present | — |
| Schwartz Investment Counsel, Inc. | Research Analyst | Jun 2020 to May 2022 | — |
| Plante Moran Financial Advisors | Investment Research Analyst | Aug 2017 to Jul 2018 | — |
| Plante Moran Financial Advisors | Investment Research Intern | Jun 2016 to Aug 2016 | — |
| The Baker Group | Financial Advisor Intern | May 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
Others at Schwartz Investment Counsel Inc. (5)
| Name | Role | Location |
|---|---|---|
| Chief Investment Officer | Detroit, 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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|---|---|---|---|
C Cole Chewins | Research Analyst | Clarkston Capital Partners, LLC | East Lansing, MI , United States |
D Daniel Coble | Research Analyst | Clarkston Capital Partners, LLC | Detroit, MI , United States |