CFA, Portfolio Manager
Carl joined Scholtz & Company as a Portfolio Manager in 2012. In addition to managing client accounts, Carl coordinates the firm’s overall research effort.
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.
Carl, his wife and four children reside in New Canaan, CT, and in his free time 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.