RICHARD SCHWEITZER
Chief Financial Officer & Chief Operating Officer
Aristotle
Richard Schweitzer is a co-founder, CFO and board member of Aristotle, a global equity and fixed income investment advisor with approximately $77 billion in assets under management. He leads the corporate finance, risk management and investment support efforts at Aristotle and has overseen many successful M&A transactions.
Most recently, Schweitzer helped spearhead and integrate for Aristotle a massive, complex, and transformative M&A transaction – the acquisition of Pacific Asset Management, LLC. Aristotle, an investment management organization that specializes in equity and fixed income portfolio management for institutional and advisory clients worldwide acquired the asset from Pacific Life. The transaction represented approximately $22 billion in new assets under management for Aristotle and over 50 professionals, including 23 investment team members, to Aristotle.
During this period, Schweitzer and his team tackled the complexities of creating new Aristotle Funds and organizing a new affiliate to serve as an advisor and administrator while continuing to both serve Aristotle’s clients and run the business operations at an impeccable level. This work specifically included reorganizing certain funds of Pacific Funds, Pacific Life’s publicly offered mutual fund complex, into new Aristotle Funds following the process of a proxy vote and approval by shareholders of such certain Pacific Funds. The newly formed Aristotle affiliate, Aristotle Investment Services, LLC, now will serve as the Advisor and Administrator to the new Aristotle Funds. This process required a tremendous amount of leadership, teamwork, planning, execution, attention to detail, and ultimately successful integration in a short amount of time.
