Profile
Mr. Jeffrey R.
Schollaert, CFA MBA, is a Senior Equity Analyst at Adams Natural Resources Funds, Inc. and at The Adams Diversified Equity Fund, Inc. He is responsible for the financial sector and has over 22 years of experience.
Before joining Adams Funds, Mr. Schollaert worked at Wilmington Trust as a Senior Equity Analyst and co-Portfolio Manager.
His past experience also includes being a Founding Member of a financials-dedicated hedge fund at American Capital Strategies and a Senior Sell-side Analyst at Wachovia.
He holds a Bachelor of Arts degree in Mathematics from Colgate University, as well as an MBA from University of Maryland’s Robert H.
Smith School of Business.
Jeff Schollaert active positions
| Companies | Position | Start |
|---|---|---|
| ADAMS NATURAL RESOURCES FUND, INC. | Chief Tech/Sci/R&D Officer | - |
The Adams Diversified Equity Fund, Inc. (Mutual Fund Manager)
The Adams Diversified Equity Fund, Inc. (Mutual Fund Manager) Investment ManagersFinance Adams Express’ aims to deliver superior returns over time by investing in a broadly diversified equity portfolio. The Fund invests in a blend of high-quality, large-cap companies. The Fund seeks to generate returns that exceed its benchmark as well as consistently distribute dividend income and capital gains to shareholders. | Analyst-Equity | 31/08/2015 |
Adams Natural Resources Funds, Inc. (Invt Mgmt)
Adams Natural Resources Funds, Inc. (Invt Mgmt) Investment ManagersFinance Adams Funds aims to deliver superior returns over time by capitalizing on the long-term demand for energy and materials. Their Fund invests in energy and natural resources stocks and seeks to generate returns that exceed its benchmark as well as consistently distribute dividend income and capital gains to shareholders. | Analyst-Equity | 31/08/2015 |
Former positions of Jeff Schollaert
| Companies | Position | End |
|---|---|---|
Wilmington Trust Investment Advisors, Inc.
Wilmington Trust Investment Advisors, Inc. Investment ManagersFinance WTIA advises clients with respect to investment of their assets in various types of products, including, individual securities, open-ended mutual funds (such as mutual funds managed by WTIA and/or their affiliates and/or by third-party investment managers), ETFs, private market funds, and SMAs offered by the firm and/or third-party investment managers. | Analyst-Equity | 30/06/2015 |
American Capital Asset Management LLC
American Capital Asset Management LLC Investment ManagersFinance American capital invests in middle market companies located in the US. The firm focuses on companies such as real estate and financial services. It participates in senior debt, mezzanine, buyouts, recapitalizations, growth and add-on acquisitions. It also acts as a lead investor. | Corporate Officer/Principal | 30/03/2008 |
Wachovia Securities LLC
Wachovia Securities LLC Investment Banks/BrokersFinance Provides brokerage services | Analyst-Equity | 29/08/2007 |
Wall Street Access LLC
Wall Street Access LLC Investment Banks/BrokersFinance Provides brokerage services | Corporate Officer/Principal | - |
Training of Jeff Schollaert
Experiences
Positions held
Active
Inactive
Listed companies
Private companies
Connections
1st degree connections
1st degree companies
Male
Female
Members of the board
Executives
Linked companies
| Private companies | 9 |
|---|---|
Wall Street Access LLC
Wall Street Access LLC Investment Banks/BrokersFinance Provides brokerage services | Finance |
Adams Natural Resources Fund
Adams Natural Resources Fund Investment Trusts/Mutual FundsMiscellaneous Acts as Closed-End Investment Fund/Investment Trust | Miscellaneous |
Wilmington Trust Investment Advisors, Inc.
Wilmington Trust Investment Advisors, Inc. Investment ManagersFinance WTIA advises clients with respect to investment of their assets in various types of products, including, individual securities, open-ended mutual funds (such as mutual funds managed by WTIA and/or their affiliates and/or by third-party investment managers), ETFs, private market funds, and SMAs offered by the firm and/or third-party investment managers. | Finance |
Wachovia Securities LLC
Wachovia Securities LLC Investment Banks/BrokersFinance Provides brokerage services | Finance |
Colgate University
Colgate University Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
University of Maryland
University of Maryland Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
American Capital Asset Management LLC
American Capital Asset Management LLC Investment ManagersFinance American capital invests in middle market companies located in the US. The firm focuses on companies such as real estate and financial services. It participates in senior debt, mezzanine, buyouts, recapitalizations, growth and add-on acquisitions. It also acts as a lead investor. | Finance |
Adams Natural Resources Funds, Inc. (Invt Mgmt)
Adams Natural Resources Funds, Inc. (Invt Mgmt) Investment ManagersFinance Adams Funds aims to deliver superior returns over time by capitalizing on the long-term demand for energy and materials. Their Fund invests in energy and natural resources stocks and seeks to generate returns that exceed its benchmark as well as consistently distribute dividend income and capital gains to shareholders. | Finance |
The Adams Diversified Equity Fund, Inc. (Mutual Fund Manager)
The Adams Diversified Equity Fund, Inc. (Mutual Fund Manager) Investment ManagersFinance Adams Express’ aims to deliver superior returns over time by investing in a broadly diversified equity portfolio. The Fund invests in a blend of high-quality, large-cap companies. The Fund seeks to generate returns that exceed its benchmark as well as consistently distribute dividend income and capital gains to shareholders. | Finance |
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