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 Senior Analyst who is focused on investment research in Healthcare, Industrial, Energy, and Material sectors.

David Khoo, CFA
David Khoo is a Research Analyst who specializes in the Technology and Financial sectors.

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

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

Sara Rubesa
Sara Rubesa is primarily focused on providing client service and coordinating our marketing initiatives.