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What We Do


Our Philosophy

Schwartz Capital Group considers several key tenets and philosophies as fundamental to its success.

Schwartz Capital Group is an entrepreneurial and dynamic investment business.  We pride ourselves on innovative thinking and value integrity, effective communication, and continuous improvement. Our founder, Ted Schwartz, also founded APAC Customer Services, now Expert Global Solutions (EGS).  He is an award-winning industry pioneer and has over 35 years of experience leading one of the preeminent global outsourced services and solutions businesses in the industry.  Schwartz Capital Group is based in Chicago and was founded in 1996.


Our Team

Ted Schwartz
Ted SchwartzFounding Principal
Tracy Schwartz-Ward
Tracy Schwartz-WardPrincipal
Todd Schwartz
Todd SchwartzPrincipal
Pat Cronin
Pat CroninVP of Finance
David Vennettilli
David VennettilliVice President
Priya Parrish
Priya ParrishChief Investment Officer
Lauren Bernay
Lauren BernayDirector of Business Operations
Josh Simerman
Josh SimermanDirector of Technology
John Doychich
John DoychichController
Mike Kakenmaster
Mike KakenmasterSenior Investment Analyst
Kevin Carey
Kevin CareySr Investment Analyst
Andrew Szewczyk
Andrew SzewczykStaff Accountant
Paris Magaziner
Paris MagazinerExecutive Assistant
Kristy Haney
Kristy HaneyInvestment Team Coordinator
Joanna Kolton
Joanna KoltonOffice Coordinator
Jon Gavieta
Jon GavietaAccountant
Ellen Foody
Ellen FoodyReceptionist

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