Team

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

John Blair
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
Fred Masotta is a Research Analyst who specializes in the Consumer Discretionary and Consumer Staples sectors.

Kaveh Yousefi
Kaveh Yousefi is a Research Analyst who specializes in the Technology, Media and Telecommunication sectors.

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

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.