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.
Jeffrey Costa, CFP®
Jeffrey Costa is a Portfolio Manager and Certified Financial Planner® who crafts comprehensive financial plans and investment strategies for his clients.
David W. Miller
David W. Miller is a Portfolio Manager focused on the West Coast geography with a deep background of investment research.
Fred Masotta is a Research Analyst who specializes in the Consumer Discretionary and Consumer Staples sectors.
Kaveh Yousefi is a Research Analyst who specializes in the Technology, Media and Telecommunication sectors.
Aidan O’Rourke is a Junior Analyst focusing on the Industrial and Material sectors.
Mishaal Husain concentrates on assisting with client service, marketing needs and fixed income research.
Sarah is a Client Relationship Manager primarily focused on providing client service, operational support and coordinating our marketing initiatives.