Michael Schwartz

fINANCIAL advisor


Education

Penn State University
Masters of Business Administration

Messiah College
Bachelor of Arts in History/Business

 

Civic involvements

Michael has chaired the board of Love INC, a non-profit network of over 165 Lancaster County churches that allows individual congregations to come together to meet the needs of those in the community. Michael is also an active volunteer and previous regional board member of Hope International, a global microfinance provider. Michael is currently serving as a mentor for the Messiah College Impact Venture Challenge, a faith-informed “shark tank” business competition where business ideas and hearts for social good emerge, combining and collaborating to create long lasting impact and global change.

 

Personal life

Michael is married with five children. Michael and is wife of 25 years, Jodi, enjoy spending time with there family, playing sports and serving at their home church – LCBC in Ephrata, PA.   

 

Work experience

From 1987 to 1992, Michael worked in college administration at Messiah College. From 1992 to 1997 Michael worked in various marketing and retirement plan services roles with the Vanguard Group of Mutual Funds. From 1997-2004, Michael served in management roles in HR and Operations for Four Seasons Produce where he administered the company 401(k) plan. From 2004 to 2017, Michael served as the executive director, head of retirement plan services and partner/advisor for Master’s Advisors. 2017 to present, along with serving as an advisor, Michael owns a Home Instead Senior Care franchise in Lebanon County, PA.

 

Investment philosophy

Michael shares the same investment philosophy as MZ Capital. Working five years at the Vanguard Group solidified his approach to low cost investing. From the efficient market hypothesis of Eugene Fama to the value investing style of Warren Buffett, there’s a lot to be said about Michael’s approach to building wealth effectively and numbly.