Profil
Mr. Scholz joined Princeton Capital Management, Inc. in 1995.
Mr. Scholz was previously associated with Merrill Lynch Asset Management.
as a Senior Investment Accountant, where he worked with private investment portfolios.
He also has experience with SEI Investment Co. and Independence Capital Management, Inc., The Penn Mutual Life Insurance Co., in their mutual fund complexes., where he gained broad exposure to fund and portfolio accounting, transfer agency, trading, sales, financial control, marketing and wholesaling.
Anciens postes connus de Robert J. Scholz
| Sociétés | Poste | Fin |
|---|---|---|
Princeton Capital Management, Inc.
 Princeton Capital Management, Inc. Investment ManagersFinance Founded in 1988 by James Fitzpatrick, Princeton Capital Management, Inc. is an investment advisor firm located in Princeton, New Jersey | Analyst-Equity | 31/03/2007 |
Merrill Lynch Investment Managers, Inc.
 Merrill Lynch Investment Managers, Inc. Investment ManagersFinance In 1915 Charles Edward Merrill founded Merrill Lynch & Co. (NYSE: MER) with Edmund C. Lynch in Baltimore, Maryland. The modern Merrill Lynch was formed in 1940 through mergers with E.A. Pierce & Cassatt and, soon after, Fenner & Beane. In 1973, Merrill Lynch adopted a holding company format, with Merrill Lynch & Co., Inc. as the parent and Merrill Lynch, Pierce, Fenner & Smith as the operating subsidiary. Merrill Lynch Asset Management, Inc. (MLAM) was created as an integral business unit in the Merrill Lynch family in 1976. Fund Asset Management, doing business as Mercury Asset Management, was acquired in December 1997. In 2000, MLAM and Mercury were combined under the name Merrill Lynch Investment Managers. MLAM manages the Merrill Lynch family of mutual funds, as and acts as sub-advisor to other mutual funds. | Corporate Officer/Principal | 31/12/1994 |
Independence Capital Management LLC
 Independence Capital Management LLC Investment ManagersFinance Founded in 1004, Independence Capital Management LLC is a hedge fund manager located in Pasadena, California. The firm is a subsidiary of Schnieders Capital Management LLC. They offer investment supervisory services to private investment funds and individually managed accounts to individuals, including high net-worth individuals, and institutions such as pension and profit sharing plans, trusts, estates or charitable organizations and corporations or other business entities. | Corporate Officer/Principal | - |
| SEI INVESTMENTS COMPANY | Corporate Officer/Principal | - |
Fiduciary Trust Company International of Pennsylvania
 Fiduciary Trust Company International of Pennsylvania Investment ManagersFinance Fiduciary Trust Co. International of Pennsylvania (FTCI-PA) is an investment management firm headquartered in Radnor, Pennsylvania. The firm was founded in 1986 as Pennsylvania Trust Co. and is a subsidiary of Fiduciary Trust Co. International, which is owned by Franklin Resources, Inc. (NYSE: BEN). FTCI-PA provides investment management and trust administration, tax, estate and related account services to individuals, families, institutions, endowments, and personal foundations. | Corporate Officer/Principal | - |
Expériences
Fonctions occupées
Relations
Relations au 1er degré
Entreprises liées au 1er degré
Homme
Femme
Administrateurs
Exécutifs
Sociétés liées
| Sociétés cotées | 1 |
|---|---|
| SEI INVESTMENTS COMPANY | Finance |
| Entreprise privées | 4 |
|---|---|
Princeton Capital Management, Inc.
Princeton Capital Management, Inc. Investment ManagersFinance Founded in 1988 by James Fitzpatrick, Princeton Capital Management, Inc. is an investment advisor firm located in Princeton, New Jersey | Finance |
Fiduciary Trust Company International of Pennsylvania
Fiduciary Trust Company International of Pennsylvania Investment ManagersFinance Fiduciary Trust Co. International of Pennsylvania (FTCI-PA) is an investment management firm headquartered in Radnor, Pennsylvania. The firm was founded in 1986 as Pennsylvania Trust Co. and is a subsidiary of Fiduciary Trust Co. International, which is owned by Franklin Resources, Inc. (NYSE: BEN). FTCI-PA provides investment management and trust administration, tax, estate and related account services to individuals, families, institutions, endowments, and personal foundations. | Finance |
Merrill Lynch Investment Managers, Inc.
Merrill Lynch Investment Managers, Inc. Investment ManagersFinance In 1915 Charles Edward Merrill founded Merrill Lynch & Co. (NYSE: MER) with Edmund C. Lynch in Baltimore, Maryland. The modern Merrill Lynch was formed in 1940 through mergers with E.A. Pierce & Cassatt and, soon after, Fenner & Beane. In 1973, Merrill Lynch adopted a holding company format, with Merrill Lynch & Co., Inc. as the parent and Merrill Lynch, Pierce, Fenner & Smith as the operating subsidiary. Merrill Lynch Asset Management, Inc. (MLAM) was created as an integral business unit in the Merrill Lynch family in 1976. Fund Asset Management, doing business as Mercury Asset Management, was acquired in December 1997. In 2000, MLAM and Mercury were combined under the name Merrill Lynch Investment Managers. MLAM manages the Merrill Lynch family of mutual funds, as and acts as sub-advisor to other mutual funds. | Finance |
Independence Capital Management LLC
Independence Capital Management LLC Investment ManagersFinance Founded in 1004, Independence Capital Management LLC is a hedge fund manager located in Pasadena, California. The firm is a subsidiary of Schnieders Capital Management LLC. They offer investment supervisory services to private investment funds and individually managed accounts to individuals, including high net-worth individuals, and institutions such as pension and profit sharing plans, trusts, estates or charitable organizations and corporations or other business entities. | Finance |
