Peter Francis Schwartz

Current Employers

Employment History

• 06/1991 → Present
  Gregory J. Schwartz & Co., Inc.
  Bloomfield Hills, MI
• 09/1993 → Present
  Fairfield University
  Fairfield University, MI
• 03/1999 → Present
  Morgan Stanley & Co., Incorporated
  Ny, NY

Other Businesses

Schwartz Holdings, LLC, (Investment related), 3707 W. Maple, Bloomfield Hills, MI 48301. Expense share arrangement. LLC Member. Start date: 06/02/2009. Devotes 2 hours per quarter, during trade hours, to reviews operational expense payments paid for B/D. Schwartz Benefit Services, LLC, (Investment related), 3707 W. Maple, Bloomfield Hills, MI 48301. Insurance agency. Sales representative. Start date: 01/18/2002. Devotes 4 hours a month, during trade hours, to sell life/health insurance and fixed annuities and to reviews operations. Schwartz Land Co., LLC D/B/A Offices at Maple/Lahser, 3707 W. Maple, Bloomfield Hills, MI 48301. Office Building, Indirect interest. Start Date: 2003. Devotes 1 hour per quarter, during trade hours, to review investment. Investment interest flows to Schwartz Financial Group, Inc. Schwartz Financial Group, Inc., (Investment related), 3707 W. Maple, Bloomfield Hills, MI 48301. Holding company for investments. Owner. Start date: 02/11/1992. Devotes 4 hours per quarter, during trade hours, to review investments/operations at management meeting. AHSFGI, LLC, (Investment related), 3707 W. Maple, Bloomfield Hills, MI 48301. Holding company for investments. Indirect interest. Start date: 01/01/2002. Devotes 1 hour per quarter, during trade hours, to review investment at management meeting. Investment interest flows to Schwartz Financial Group, Inc. American House Holdings, LLC, (Investment related), 3707 W. Maple, Bloomfield Hills, MI 48301. Holds interest in a senior living business assets. Indirect interest. Start date: 2000. Devotes 1 hour per quarter, during trade hours, to review investment at management meeting. Investment interest flows to AHSFGI, LLC. Baldwin House Holdings, LLC, (Investment related), 3707 W. Maple, Bloomfield Hills, MI 48301. Owns Interest in a senior citizen rental facility. Indirect interest. Start date: 08/20/2015. Devotes 1 hour per quarter, during trade hours, to review investment at management meeting. Investment interest flows to Schwartz Financial Group, Inc. SGN Fund Management, LLC: Start Date: 2010. SGN Fund Management II, LLC: Start Date: 2012. (Investment related), 3707 W. Maple, Bloomfield Hills, MI 48301. Holds interests in senior living business assets. Indirect interest. Start date: 2010. Devotes 1 hour per quarter, during trade hours, to review investment at management meeting. Investment interest flows to AHSFGI, LLC. SFG Grand Rapids, LLC: Start Date: 08/07/14 SFG Southgate, LLC: Start Date: 11/25/14 SFG Spring Lake, LLC: Start Date: 11/25/14 (Investment related), 3707 W. Maple, Bloomfield Hills, MI 48301. Interest in senior citizen rental facility. LLC Member. Start date: 11/25/2014. Devotes 1 hour per quarter, during trade hours, to review investment at management meeting. Rochester Roseville MC Development, LLC, (Investment related), 3707 W. Maple, Bloomfield Hills, MI 48301. Interest in two senior citizen rental facilities. Indirect interest. Start date: January 2015. Devotes 1 hour per quarter, during trade hours, to review investment at management meeting. Investment interest flows to AHSFGI, LLC B.A.C.O.N. Investment Club, LLC, (Investment related), 3707 W. Maple, Bloomfield Hills, MI 48301. Social investment club. Managing Member. Devotes 2 hours per quarter, after trade hours. MiCommunity Bancorp, (Investment related), 3707 W. Maple, Ste. 100, Bloomfield Hills, MI 48301. Retail Bank. Board Member. Devotes 10 hours per quarter, during trade hours.

Exams

• S65 Uniform Investment Adviser Law Examination
  2005-07-26
• S63 Uniform Securities Agent State Law Examination
  1995-07-10

Other Names

• Peter F Schwartz
• Pete Schwartz