SCHOLTZ & COMPANY - Key Persons

Job Titles:

• Analyst and Industrial & Materials Specialist

Aidan joined Scholtz & Company in August of 2020 as a Junior Analyst focusing on the Industrial & Materials sectors...more Aidan joined Scholtz & Company in August of 2020 as a Junior Analyst focusing on the Industrial & Materials sectors.  He graduated Cum Laude in May that year from Ohio Wesleyan University with a B.A. in Finance Economics and a minor in History. Before joinin g the Scholtz & Company team, Aidan built experience from internships at Pinnacle Investments and the University of Pennsylvania Graduate School of Education, both located in his hometown of Philadelphia.

Job Titles:

• Client Relationship Associate

Aygul is a Client Relationship Associate assisting with a variety of client needs including client questions, account openings, transferring and closing processes...

Job Titles:

• Portfolio Manager

Carl Scholtz is a Portfolio Manager as well as the leader of the firm's internal investment research...more Carl joined Scholtz & Company as a Portfolio Manager in 2012. In addition to managing client accounts, Carl coordinates the firm's overall research effort. Prior to Scholtz & Company, Carl worked for four years as an Equity Analyst covering two sectors, Healthcare and Consumer Staples, for First Investors Management Corp (a large mutual fund company). He also spent several years with Deloitte & Touche as a consultant in their Transfer Pricing division. Carl holds an MBA from the Yale School of Management  ('08) and a B.S. in Business Administration from Georgetown University ('03) where he graduated magna cum laude. Additionally, Carl was awarded his CFA charter in 2011. Carl, his wife and four children reside in New Canaan, CT, and in his free time enjoys working out, tennis, golf, fishing, and playing with his kids. He is also an avid fan of the NY Giants, NY Knicks, and Georgetown Hoyas' basketball.

Job Titles:

• Portfolio Manager

Jeff is a Portfolio Manager and Certified Financial Planner who crafts comprehensive financial plans and investment strategies for his clients...more Jeffrey is a Portfolio Manager and Certified Financial Planner who crafts comprehensive financial plans and investment strategies for his clients. Jeffrey joined Scholtz & Company in August of 2020. He specializes in holistic financial planning as well as managing his clients' portfolios to meet their short-term and long-term goals. Prior to Scholtz and Company, Jeffrey worked at First County Advisors as a Trust & Investment Officer for four years. He began his career in financial services as a Financial Planner and Investment Advisor Representative at Barnum Financial Group, an office of MetLife, in 2009. Jeffrey holds a B.A. in Economics and Political Science from the University of Connecticut. He has been a Certified Financial Planner since 2017. Jeffrey resides with his wife and daughter in Fairfield, CT, and enjoys traveling, cooking and water sports.

Job Titles:

• Analyst, Consumer Specialist
• Junior Analyst
• Junior Analyst and Consumer Specialist

Joe is a Junior Analyst focusing on the Consumer sector...more Prior to joining Scholtz & Company in August of 2023 as a Junior Analyst focusing on the Consumer sector, Joseph worked in the Business Valuation practice of Rea & Associates in Dublin Ohio. He graduated Magna Cum Laude in 2022 from Ohio Wesleyan University with a B.A. in Finance Economics and French. Before joining the Scholtz & Company team, Joseph passed his CFA Level 1 exam and earned an MBA in Finance from Endicott College.

Job Titles:

• Securities Trader and Fixed Income Researcher
• Securities Trader, Fixed Income Researcher

Liam is a Securities Trader who provides modeling and execution for portfolio managers...more Liam joined Scholtz and Company in June of 2022 as a Securities Trader. He graduated summa cum laude from Sacred Heart University in May of 2022 with a B.S. in Finance and Economics. Prior to joining the firm, Liam completed a Research Internship at Lapides Asset Management LLC where he was responsible for researching multiple companies across different industries.

Job Titles:

• Client Service Manager

Mishaal concentrates on assisting with client service, marketing needs and fixed income research... Mishaal joined Scholtz & Company in September 2011. Her role involves primarily assisting with client service, marketing and fixed income research. Mishaal graduated from Ohio Wesleyan University in 2011 with a B.A. in Economics and a minor in Accounting. She was part of the Economics Student Board and a Resident Assistant during her time there. Prior to graduation, Mishaal completed internships at Standard Chartered Bank (Karachi, Pakistan), Environmental Defense Fund (New York, NY) and worked at Blue Bell Private Wealth Management.

Job Titles:

• Founder
• Portfolio Manager
• President

Peter Scholtz is the President, Founder, and a Portfolio Manager at Scholtz & Company, LLC. He founded the firm in 1994...more Peter founded Scholtz & Company in 1994 and has over 30 years of professional investment experience. Following three years (1974-77) at Bankers Trust in New York, Peter attended Columbia Business School in 1978. After receiving his MBA, Peter joined Smith Barney where he worked for 14 years.  At Smith Barney, Peter started in Institutional Equity Sales before becoming a Portfolio Manager after several years. In 1986, Peter was part of the initial team to create a customized, individually managed high net worth service which eventually grew to seven portfolio managers that invested over one billion dollars. While at Smith Barney, Peter developed some quantitative models in 1991 that represent the first investment quantitative work ever done at Smith Barney.  These models focused on earnings estimate revisions, earnings surprises and relative stock strength. These models today are used for screening stock ideas for investigation. Peter graduated with a B.S. degree in Economics from Ohio Wesleyan University in 1974 and an MBA from Columbia University in 1979.  Additionally, Peter has passed several licensing exams including the Series 65, 63, 7, and 5. Peter and his wife of 35+ years live in Darien, CT, and in his free time enjoys sailing, fishing, swimming and spending time with his three children and five grandchildren.

Job Titles:

• Client Relationship Manager

Sarah is a Client Relationship Manager primarily focused on providing client service, operational support and coordinating our marketing initiatives... Before joining Scholtz and Company in 2021, Sarah worked for Bessemer Trust as a Vice President and Event Planning Associate. She was responsible for oversight on all events for clients and centers of influence, working with each of Bessemer's regional offices.  In addition, Sarah held several leadership roles at The Union League Club, where she helped the club achieve record membership levels. She successfully ushered in a new chapter of organizational history through supporting transformative initiatives across Sales & Marketing, Event Management, Property Renovation & Upgrades, eCommerce, Public Relations, and Merchandising. Sarah served as an Executive Leader and a Union League Brand Ambassador to the Executive Committee, Board Members, and Club Membership, helping the Club increase its competitive edge and succeed within the competitive New York market.