Scholtz
  • Company
    • History
    • Team
  • Individual Investors
    • Services
    • Process
    • Management Fees
    • How to Choose the Best Investment Manager
    • Why Clients Choose Us
    • FAQ
  • Consultants / Institutions
    • Security Selection
    • Quantitative Models
    • FAQ
  • Investment Approach
    • All Cap Equity Strategy
    • Balanced Strategy
    • Income Strategy
    • Small Cap Equity Strategy
    • Tactical Allocation
  • Performance
  • Insights
    • Quantitative Analysis
    • Quarterly Market Insights
    • Investment Articles
  • Contact

    Carl Scholtz, CFA

    Carl Scholtz joined Scholtz & Company as a Senior Analyst in 2012. His primary role involves fundamental investment research in multiple sectors (Healthcare, Industrial, Energy, and Materials) and coordination of Scholtz & Company’s overall research effort. Additionally, Carl assists with the firm’s compliance and marketing programs.

    Prior to Scholtz & Company, Carl worked for four years as an Equity Analyst covering two sectors, Healthcare and Consumer Staples, for First Investors Management Corp (a large mutual fund company). He also spent several years with Deloitte & Touche as a consultant in their Transfer Pricing division.

    Carl holds an MBA from the Yale School of Management  (’08) and a B.S. in Business Administration from Georgetown University (’03) where he graduated magna cum laude. Additionally, Carl was awarded his CFA charter in 2011.

    He resides in New Canaan, CT with his wife and three children. In his free time, he enjoys working out, tennis, golf, fishing, and playing with his kids. He is also an avid fan of the NY Giants, NY Knicks, and Georgetown Hoyas’ basketball program.

    BACK TO TEAM PAGE >


    • 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