Scholtz
  • Company
    • History
    • Team
  • Individual Investors
    • Services
    • Process
    • Management Fees
    • How to Choose the Best Investment Manager
    • Why Clients Choose Us
    • Client Relationship Summary (Form CRS)
    • FAQ
  • Consultants / Institutions
    • Security Selection
    • FAQ
  • Investment Approach
    • Balanced Strategy
    • All Cap Equity Strategy
    • Income Strategy
    • Small Cap Equity Strategy
    • Tactical Allocation
  • Performance
  • Insights
    • Selected Market Insights
    • Investment Articles
  • Contact
    Scholtz & Co. financial advisory team

    Team

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

    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.

    Anthony Dent
    Anthony Dent is a Research Analyst covering the Healthcare sector.

    Aidan O’Rourke
    Aidan O’Rourke is a Junior Analyst focusing on the Industrial and Material sectors.

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

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

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

    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.


    • Company
    • Individual Investors
    • Consultants / Institutions
    • Investment Approach
    • Performance
    • Insights
    • Contact
    Phone:(203) 714-9900FAX:(203) 588-9032
    107 Elm Street, Four Stamford Plaza, 5Th Floor Stamford, CT 06902
    © Scholtz & Company, LLC
    • Disclosure
    • Privacy Policy
    • New Account Requirements
    Site by Synerge-marketing: Web Design CT