Peter Scholtz is the President, Founder, and a Portfolio Manager at Scholtz & Company, LLC. He founded the firm in 1994.
John Blair is a Portfolio Manager offering clients risk management solutions primarily through our Tactical Allocation strategy.
Carl Scholtz, CFA
Carl Scholtz is a Portfolio Manager as well as the leader of the firm’s internal investment research.
Fred Masotta is a Research Analyst who specializes in the Consumer Discretionary and Consumer Staples sectors.
Mishaal Husain concentrates on assisting with client service, marketing needs and fixed income research.
Catherine Clough is primarily focused on providing client service, operational support and coordinating our marketing initiatives.