Peter Dwight Scholtz
Vorstandsvorsitzender bei Scholtz & Co. LLC
Profil
Mr. Peter D.
Scholtz is a President, Founder & Portfolio Manager at Scholtz & Co. LLC.
He founded Scholtz & Co. in 1994 and has over 30 years of professional investment experience.
Mr. Scholtz worked for five years (1974-79) at Bankers Trust as a Portfolio Manager’s Assistant and Columbia Business School, he joined Smith Barney where he worked for 15 years.
At Smith Barney, he started as a Vice President of Institutional Equity Sales before becoming a Portfolio Manager after several years.
In 1986, he 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.
Mr. Scholtz graduated with a B.S.
degree in Economics from Ohio Wesleyan University in 1974 and an MBA from Columbia University in 1979.
Additionally, he has passed several licensing exams including the Series 65, 63, 7, and 5.
Aktive Positionen von Peter Dwight Scholtz
| Unternehmen | Position | Beginn |
|---|---|---|
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. | Vorstandsvorsitzender | 01.01.1994 |
Ehemalige bekannte Positionen von Peter Dwight Scholtz
| Unternehmen | Position | Ende |
|---|---|---|
| Smith Barney & Co., Inc. | Corporate Officer/Principal | - |
Bankers Trust & Co.
 Bankers Trust & Co. Investment Trusts/Mutual FundsMiscellaneous Part of Deutsche Bank AG, Bankers Trust & Co. is a company that provides trust services. The company is based in New York, NY. | Corporate Officer/Principal | - |
Ausbildung von Peter Dwight Scholtz
| The Trustees of Columbia University in The City of New York | Masters Business Admin |
| Ohio Wesleyan University | Undergraduate Degree |
Erfahrungen
Besetzte Positionen
Aktive
Inaktive
Börsennotierte Unternehmen
Private Unternehmen
Beziehungen
Beziehungen ersten Grades
Unternehmen ersten Grades
Herr
Frau
Aufsichtsräte
Führungskräfte
Unternehmensverbindungen
| Private Unternehmen | 3 |
|---|---|
| Smith Barney & Co., Inc. | Finance |
Bankers Trust & Co.
Bankers Trust & Co. Investment Trusts/Mutual FundsMiscellaneous Part of Deutsche Bank AG, Bankers Trust & Co. is a company that provides trust services. The company is based in New York, NY. | Miscellaneous |
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 |