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James T. Peregoy
Analyst-Fixed Income at Schwartz Investment Counsel, Inc.
Profile
Mr. James T.
Peregoy is a Research Analyst at Schwartz Investment Counsel, Inc.
Before joining Schwartz Investment Counsel, Inc. he worked as a consultant at Plante Moran.
He holds a Bachelor of Business Administration degree in Finance and Statistics from Grand Valley State University.
James T. Peregoy 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-Fixed Income | 01/08/2021 |
Former positions of James T. Peregoy
Companies | Position | End |
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Plante Moran Financial Advisors LLC
![]() Plante Moran Financial Advisors LLC Investment ManagersFinance Plante Moran Financial Advisors LLC (PMFA) is a SEC-registered investment advisor headquartered in Southfield, Michigan. The firm was founded by Elorion Plante and Frank Moran in 1997. They are a wholly owned subsidiary of P&M Holding Group LLP. PMFA provides investment advisory, financial planning, and estate planning services to individuals and other entities which includes institutions, and not-for-profit entities. | Corporate Officer/Principal | 01/07/2021 |
Training of James T. Peregoy
Grand Valley State University (Michigan) | Undergraduate Degree |
Experiences
Positions held
Connections
1st degree connections
1st degree companies
Male
Female
Members of the board
Executives
Linked companies
Private companies | 2 |
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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 |
Plante Moran Financial Advisors LLC
![]() Plante Moran Financial Advisors LLC Investment ManagersFinance Plante Moran Financial Advisors LLC (PMFA) is a SEC-registered investment advisor headquartered in Southfield, Michigan. The firm was founded by Elorion Plante and Frank Moran in 1997. They are a wholly owned subsidiary of P&M Holding Group LLP. PMFA provides investment advisory, financial planning, and estate planning services to individuals and other entities which includes institutions, and not-for-profit entities. | Finance |
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