Partners

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Ted Schwartz
Founding Partner

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Tracy Schwartz Ward
Partner

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Todd Schwartz
Partner

 

Our Team

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Pat Cronin
Vice President of Finance

Lauren Bernay
Vice President of Operations

Mike Kakenmaster
Director of Fund Investments

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Kevin Carey
Senior Investment Analyst

Andrew Szewczyk
Senior Staff Accountant

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Kristin Lauderback
Investment Team Coordinator

Monserrat Sanchez
Senior Staff Accountant

Natalie Brown
Executive Assistant

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Evelynn Lucero
Executive Assistant

Alexis DeWitt
Executive Assistant and Office Manager

Robin Anderson
Executive Assistant