![Peter Dwight Scholtz](data:image/svg+xml,<svg xmlns="http://www.w3.org/2000/svg" width="16" height="16" fill="%231b1b1b" class="bi bi-person-fill" viewBox="0 0 16 16"><path d="M3 14s-1 0-1-1 1-4 6-4 6 3 6 4-1 1-1 1zm5-6a3 3 0 1 0 0-6 3 3 0 0 0 0 6"/></svg>)
Peter Dwight Scholtz
Directeur Général chez
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.
Postes actifs de Peter Dwight 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. | Directeur Général | 01/01/1994 |
Anciens postes connus de Peter Dwight Scholtz
| Sociétés | Poste | Fin |
|---|---|---|
Smith Barney & Co., Inc.
 Smith Barney & Co., Inc. Investment Banks/BrokersFinance Provides securities brokerage services | Corporate Officer/Principal | - |
Bankers Trust & Co.
 Bankers Trust & Co. Investment Trusts/Mutual FundsMiscellaneous Provides trust services | Corporate Officer/Principal | - |
Formation de Peter Dwight Scholtz
Expériences
Fonctions occupées
Actives
Inactives
Sociétés cotées
Entreprise privées
Relations
95
Relations au 1er degré
5
Entreprises liées au 1er degré
Homme
Femme
Administrateurs
Exécutifs
Sociétés liées
| Entreprise privées | 5 |
|---|---|
The Trustees of Columbia University in The City of New York
 The Trustees of Columbia University in The City of New York Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
Ohio Wesleyan University
 Ohio Wesleyan University Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
Smith Barney & Co., Inc.
Smith Barney & Co., Inc. Investment Banks/BrokersFinance Provides securities brokerage services | Finance |
Bankers Trust & Co.
Bankers Trust & Co. Investment Trusts/Mutual FundsMiscellaneous Provides trust services | Miscellaneous |
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 |
