Chadd Mitchell Garcia
Analyst-Equity at Schwartz Investment Counsel, Inc.
Profile
Mr. Chadd M.
Garcia, CFA MBA, is a Vice President & Portfolio Manager at Schwartz Investment Counsel, Inc. Mr. Garcia is also responsible for equity research functions for the firm.
Previously, he analyzed public equities as a Managing Director at SQ Advisors.
Prior thereto Mr. Garcia worked in private equity as a Managing Director at Gulf Coast Capital Partners and as Vice President at Comvest Partners.
Before his work in private equity, he was an Associate in the mergers and acquisitions group at CIBC World Markets.
Mr. Garcia has a Bachelor of Science degree in Agricultural Resource and Economics from The University of Arizona and a Master of Business Administration degree from Harvard University.
He is a CFA charter holder.
Chadd Mitchell Garcia active positions
| Companies | Position | Start |
|---|---|---|
Schwartz Investment Counsel, Inc.
 Schwartz Investment Counsel, Inc. Investment ManagersFinance Schwartz Investment Counsel, Inc. (SIC) is an independent, SEC-registered investment advisor headquartered in Plymouth, Michigan. The firm was founded by George Schwartz in 1980. SIC provides investment advice to individuals, trusts, foundations, investment companies, qualified retirement plans and corporations or other businesses. | Analyst-Equity | 31/10/2014 |
Former positions of Chadd Mitchell Garcia
| Companies | Position | End |
|---|---|---|
CIBC World Markets Corp.
 CIBC World Markets Corp. Investment Banks/BrokersFinance Founded in 1969, CIBC World Markets Corp. is a broker/dealer located in New York City. The firm is a subsidiary of the Canadian Imperial Bank of Commerce. The firm provides a range of credit and capital market products, investment banking and merchant banking services in North America and worldwide. They offer a range of advisory services, as well as underwrite debt, credit and equity products for corporate, government and institutional clients. CIBC world Markets Corp. also provides equity products and services, fixed-income services, foreign exchange products and solutions, securitization and credit structuring services, as well as trades and distributes short-term debt instruments. In addition, the firm originates financial solutions including credit products for medium-sized businesses in Canada. They also provide private equity, mezzanine and bridge financing to companies in North America, Europe and Australia. The company is based in New York City | Corporate Officer/Principal | - |
SQ Advisors LLC
 SQ Advisors LLC Investment ManagersFinance Founded in 2010 by Louis Simpson and Kimberly Querrey, SQ Advisors LLC is a registered investment advisor located in Naples, Florida. The firm manages separate accounts primarily for high net-worth individuals, trusts, estates, endowments, foundations, corporate pension and profit sharing plans, financial institutions, charitable organizations and other corporations. | Corporate Officer/Principal | - |
Comvest Partners, Inc.
 Comvest Partners, Inc. Investment ManagersFinance Comvest Partners Inc (Comvest Partners) is a private equity subsidiary of Comvest Group Holdings LLC founded in 2000 by Michael S. Falk, Robert L. Priddy and Robert O’Sullivan. The firm is headquartered in West Palm Beach, Florida. | Corporate Officer/Principal | - |
Training of Chadd Mitchell Garcia
| University of Arizona | Undergraduate Degree |
| Harvard University | Masters Business Admin |
Experiences
Positions held
Active
Inactive
Listed companies
Private companies
Connections
1st degree connections
1st degree companies
Male
Female
Members of the board
Executives
Linked companies
| Private companies | 4 |
|---|---|
Schwartz Investment Counsel, Inc.
Schwartz Investment Counsel, Inc. Investment ManagersFinance Schwartz Investment Counsel, Inc. (SIC) is an independent, SEC-registered investment advisor headquartered in Plymouth, Michigan. The firm was founded by George Schwartz in 1980. SIC provides investment advice to individuals, trusts, foundations, investment companies, qualified retirement plans and corporations or other businesses. | Finance |
Comvest Partners, Inc.
Comvest Partners, Inc. Investment ManagersFinance Comvest Partners Inc (Comvest Partners) is a private equity subsidiary of Comvest Group Holdings LLC founded in 2000 by Michael S. Falk, Robert L. Priddy and Robert O’Sullivan. The firm is headquartered in West Palm Beach, Florida. | Finance |
CIBC World Markets Corp.
CIBC World Markets Corp. Investment Banks/BrokersFinance Founded in 1969, CIBC World Markets Corp. is a broker/dealer located in New York City. The firm is a subsidiary of the Canadian Imperial Bank of Commerce. The firm provides a range of credit and capital market products, investment banking and merchant banking services in North America and worldwide. They offer a range of advisory services, as well as underwrite debt, credit and equity products for corporate, government and institutional clients. CIBC world Markets Corp. also provides equity products and services, fixed-income services, foreign exchange products and solutions, securitization and credit structuring services, as well as trades and distributes short-term debt instruments. In addition, the firm originates financial solutions including credit products for medium-sized businesses in Canada. They also provide private equity, mezzanine and bridge financing to companies in North America, Europe and Australia. The company is based in New York City | Finance |
SQ Advisors LLC
SQ Advisors LLC Investment ManagersFinance Founded in 2010 by Louis Simpson and Kimberly Querrey, SQ Advisors LLC is a registered investment advisor located in Naples, Florida. The firm manages separate accounts primarily for high net-worth individuals, trusts, estates, endowments, foundations, corporate pension and profit sharing plans, financial institutions, charitable organizations and other corporations. | Finance |
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