Carl Henry Scholtz
Analyst-Equity at Scholtz & Co. LLC
Profile
Mr. Carl H.
Scholtz, CFA MBA, is a Portfolio Manager at Scholtz & Co. LLC.
He joined Scholtz & Company in 2012.
In addition to managing client accounts, he coordinates Scholtz & Company’s overall research effort.
Prior to Scholtz & Company, he 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.
Mr. Scholtz received his B.S.
in Business Administration, Magna Cum Laude, from Georgetown University and an MBA from Yale School of Management.
Carl Henry Scholtz active positions
| Companies | Position | Start |
|---|---|---|
Scholtz & Co. LLC
 Scholtz & Co. LLC Investment ManagersFinance Scholtz & Co. LLC is an independent, SEC-registered investment advisor and wealth management firm headquartered in Stamford, Connecticut. The firm was founded by Peter Scholtz in 1994. Scholtz & Co. provides personalized asset management services to high net worth individuals and institutions. | Analyst-Equity | 31/12/2011 |
Former positions of Carl Henry Scholtz
| Companies | Position | End |
|---|---|---|
Deloitte & Touche LLP
 Deloitte & Touche LLP Miscellaneous Commercial ServicesCommercial Services Deloitte & Touche LLP engages in the provision of audit, advisory, financial advisory, tax, and consulting services. The company was founded on March 7, 1995 and is headquartered in New York, NY. | Corporate Officer/Principal | - |
Foresters Investment Management Co., Inc.
 Foresters Investment Management Co., Inc. Investment ManagersFinance Foresters Investment Management Co. Inc. (FIMC) is a mutual fund manager and registered investment advisor headquartered in New York City. The firm is a wholly-owned subsidiary of Foresters Financial Holding Co. Inc., itself a wholly-owned subsidiary of the Independent Order of Foresters, a Canadian fraternal benefit society with operations in Canada, the United States and the United Kingdom. Founded in 1971, FIMC was formerly known as First Investors Management Co., Inc. They act as investment adviser primarily to the First Investors Family of Funds. The First Investors Family of Funds consists of four trusts, which collectively contain 50 registered investment companies. The firm also acts as investment advisor to various proprietary accounts. | Corporate Officer/Principal | - |
Training of Carl Henry Scholtz
| Yale School of Management | Masters Business Admin |
| Georgetown University | Undergraduate Degree |
Experiences
Positions held
Connections
1st degree connections
1st degree companies
Male
Female
Members of the board
Executives
Linked companies
| Private companies | 3 |
|---|---|
Foresters Investment Management Co., Inc.
Foresters Investment Management Co., Inc. Investment ManagersFinance Foresters Investment Management Co. Inc. (FIMC) is a mutual fund manager and registered investment advisor headquartered in New York City. The firm is a wholly-owned subsidiary of Foresters Financial Holding Co. Inc., itself a wholly-owned subsidiary of the Independent Order of Foresters, a Canadian fraternal benefit society with operations in Canada, the United States and the United Kingdom. Founded in 1971, FIMC was formerly known as First Investors Management Co., Inc. They act as investment adviser primarily to the First Investors Family of Funds. The First Investors Family of Funds consists of four trusts, which collectively contain 50 registered investment companies. The firm also acts as investment advisor to various proprietary accounts. | Finance |
Scholtz & Co. LLC
Scholtz & Co. LLC Investment ManagersFinance Scholtz & Co. LLC is an independent, SEC-registered investment advisor and wealth management firm headquartered in Stamford, Connecticut. The firm was founded by Peter Scholtz in 1994. Scholtz & Co. provides personalized asset management services to high net worth individuals and institutions. | Finance |
Deloitte & Touche LLP
Deloitte & Touche LLP Miscellaneous Commercial ServicesCommercial Services Deloitte & Touche LLP engages in the provision of audit, advisory, financial advisory, tax, and consulting services. The company was founded on March 7, 1995 and is headquartered in New York, NY. | Commercial Services |
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