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TEAM

We have an excellent, cohesive team with a diverse range of skills and experiences, knitted together to offer comprehensive financial solutions tailored to our client’s unique individual goals.

Founder, President

Peter Scholtz

Peter Scholtz is the President, Founder, and a Portfolio Manager at Scholtz & Company, LLC. He founded the firm in 1994...more

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CFA, Portfolio Manager

Carl Scholtz

Carl Scholtz is a Portfolio Manager as well as the leader of the firm’s internal investment research...more

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CFP, Portfolio Manager

Jeffrey Costa

Jeff is a Portfolio Manager and Certified Financial Planner who crafts comprehensive financial plans and investment strategies for his clients...more

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Director of Operations

Sarah Simandl

Sarah is a Client Relationship Manager primarily focused on providing client service, operational support and coordinating our marketing initiatives...more

Client Relationship Associate

Aygul Gara Dashly

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

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Client Service Manager

Mishaal Husain

Mishaal concentrates on assisting with client service, marketing needs and fixed income research...more

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Securities Trader, Fixed Income Researcher

Liam Atkins

Liam is a Securities Trader who provides modeling and execution for portfolio managers...more

Analyst, Industrial & Materials Specialist

Aidan O’Rourke

Aidan joined Scholtz & Company in August of 2020 as a Junior Analyst focusing on the Industrial & Materials sectors...more

Analyst, Consumer Specialist

Joseph Connor

Joe is a Junior Analyst focusing on the Consumer sector...more

Contact Us

Let’s talk and see how we can help you get to where you want to be.

Phone: 203.714.9900

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