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TS
Timothy Schwartz
President and CEO, Portfolio Manager at Schwartz Investment Counsel Inc.
About
Timothy S. Schwartz, CFA, is President and Chief Executive Officer of Schwartz Investment Counsel, Inc., based in Naples, Florida. He serves as lead portfolio manager for the Ave Maria Value Fund and the Ave Maria Value Focused Fund, overseeing investment strategy and portfolio management for these core offerings. In his executive role, he is responsible for the firm’s overall leadership, strategic direction, and client portfolio management.
Career History
| Organization | Role | Date Range | Details |
|---|---|---|---|
| Schwartz Investment Counsel, Inc. | President and CEO, Portfolio Manager | Oct 1997 to Present | Lead Portfolio Manager, Ave Maria Value Fund (AVEMX) Lead Portfolio Manager, Schwartz Value Focused Fund (RCMFX) |
| Comerica Bank | Commercial Credit Analyst | Oct 1996 to Jul 1997 | — |
| Fifth Third Bancorp | Commercial Credit Analyst | Jun 1994 to Oct 1996 | — |
Education
Fairfield University
Bachelor of Science (BS), Finance, General
1990 — 1993
Walsh College
Master of Business Administration - MBA
Skills & Expertise
Mutual Funds
Chartered Financial Analyst
Alternative Investments
Portfolio Management
Investments
Asset Allocation
Investment Management
Strategic Planning
Marketing
Corporate Law
Business Analysis
Others at Schwartz Investment Counsel Inc. (5)
| Name | Role | Location |
|---|---|---|
 | Chief Investment Officer | Detroit, MI , United States |
 | Portfolio Manager and Research Analyst | Plymouth, MI , 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 |
Similar Fund Managers
| Name | Role | Fund | Location |
|---|---|---|---|
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 |
