Ray M. Scholtz, CFA

Investment Professional

Ray brings considerable experience and knowledge to his clients at The Glenview Trust Company. His experience over the past 27 years working with the investments of individuals and families, combined with his knowledge of economics and the capital markets, gives Ray a significant advantage in making our clients successful.

Ray began his career as a registered representative for Massachusetts Mutual and then National City Investments where he came to appreciate the diverse financial problems facing many people. He also served as Director of Investments for Bank of Louisville.

His career continued at PNC for 14 years. The most recent eight years at PNC, Ray was a senior portfolio manager in the Wealth Management Group, where he was directly responsible for the investments in many of their largest relationships.

He graduated from Centre College with a BS degree in economics and management, and then he continued his education, earning a Chartered Financial Analyst designation. He is a member of the CFA Institute and past President of the CFA Society of Louisville.

 


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