Carl Henry Scholtz

Analyst-Equity chez

Scholtz & Co. LLC

Finance

Consumer Services

Commercial Services

Profil

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.

Postes actifs de Carl Henry Scholtz

Sociétés	Poste	Début
Scholtz & Co. LLC Scholtz & Co. LLC Investment ManagersFinance Scholtz & Co. tailors each individual portfolio to meet the client's specific investment goals and risk profiles. They seek to match proven, conservative security selection principles with a risk level appropriate to each client’s needs. Preservation of capital is a cornerstone of their philosophy. The firm strives to purchase assets with favorable risk profiles over both short and long-term horizons.	Analyst-Equity	01/01/2012

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Anciens postes connus de Carl Henry Scholtz

Sociétés	Poste	Fin
Deloitte & Touche LLP Deloitte & Touche LLP Miscellaneous Commercial ServicesCommercial Services Provides auditing, financial advisory and tax consulting services	Corporate Officer/Principal	-
Foresters Investment Management Co., Inc. Foresters Investment Management Co., Inc. Investment ManagersFinance FIMC offers a wide array of investment products and services. The principal investment strategy for fixed income includes cash management and purchase of short duration US government securities and high quality corporate debt. Equity strategy invests in common stocks that offer the potential for capital growth, current income or both. When purchasing equities, the account generally seeks to invest in common stocks of large-, mid-, and small-size companies that have a history of paying dividends. When the account cannot identify dividend-paying stocks that it finds attractive, it may invest in non-dividend-paying stocks. When purchasing equities, the account generally uses a bottom-up approach to selecting investments.	Corporate Officer/Principal	-

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Entreprise privées	5
Foresters Investment Management Co., Inc. Foresters Investment Management Co., Inc. Investment ManagersFinance FIMC offers a wide array of investment products and services. The principal investment strategy for fixed income includes cash management and purchase of short duration US government securities and high quality corporate debt. Equity strategy invests in common stocks that offer the potential for capital growth, current income or both. When purchasing equities, the account generally seeks to invest in common stocks of large-, mid-, and small-size companies that have a history of paying dividends. When the account cannot identify dividend-paying stocks that it finds attractive, it may invest in non-dividend-paying stocks. When purchasing equities, the account generally uses a bottom-up approach to selecting investments.	Finance
Deloitte & Touche LLP Deloitte & Touche LLP Miscellaneous Commercial ServicesCommercial Services Provides auditing, financial advisory and tax consulting services	Commercial Services
Georgetown University Georgetown University Other Consumer ServicesConsumer Services Functions as a College/University	Consumer Services
Scholtz & Co. LLC Scholtz & Co. LLC Investment ManagersFinance Scholtz & Co. tailors each individual portfolio to meet the client's specific investment goals and risk profiles. They seek to match proven, conservative security selection principles with a risk level appropriate to each client’s needs. Preservation of capital is a cornerstone of their philosophy. The firm strives to purchase assets with favorable risk profiles over both short and long-term horizons.	Finance
Yale School of Management Yale School of Management Other Consumer ServicesConsumer Services Functions as a College/University	Consumer Services