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Peter Scholtz

MBA
Scholtz & Company, LLC
Stamford, CT
Personalization. Protection. Performance.
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Meet Peter

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Introduction - Peter Scholtz
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Investment Manager's Role - Peter Scholtz
Video Transcripts

President, Founder and Portfolio Manager:

Peter founded Scholtz & Company in 1994 and has over 30 years of professional investment experience. Following three years (1974-77) at Bankers Trust in New York, Peter attended Columbia Business School in 1978. After receiving his MBA, Peter joined Smith Barney where he worked for 14 years. At Smith Barney, Peter started in Institutional Equity Sales before becoming a Portfolio Manager after several years. In…

President, Founder and Portfolio Manager:

Peter founded Scholtz & Company in 1994 and has over 30 years of professional investment experience. Following three years (1974-77) at Bankers Trust in New York, Peter attended Columbia Business School in 1978. After receiving his MBA, Peter joined Smith Barney where he worked for 14 years. At Smith Barney, Peter started in Institutional Equity Sales before becoming a Portfolio Manager after several years. In 1986, Peter was part of the initial team to create a customized, individually managed high net worth service which eventually grew to seven portfolio managers that invested over one billion dollars.

While at Smith Barney, Peter developed some quantitative models in 1991 that represent the first investment quantitative work ever done at Smith Barney. These models focused on earnings estimate revisions, earnings surprises and relative stock strength. These models today are used for screening stock ideas for investigation.

Peter graduated with a B.S. degree in Economics from Ohio Wesleyan University in 1974 and an MBA from Columbia University in 1979. Additionally, Peter Scholtz has passed several licensing exams including the Series 65, 63, 7, and 5.

Peter currently lives in Darien, CT with his wife of over 35 years. In his free time, he enjoys sailing, fishing, swimming and spending time with his three children and three grandchildren.


Services offered

Investment management
Retirement planning
Real estate and mortgage advisory

Experience with

Small business owners
Medical professionals
Finance professionals
Other professions

Fee structure

Based on % of assets

Education

MBA
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