Helena Scholz
Analyst-Equity at Hudson Edge Investment Partners, Inc.
Profile
Ms. Helena Scholz, CFA, is a Portfolio Manager & Senior Research Analyst at Hudson Edge Investment Partners, Inc. She is responsible for security selection for the Small Cap Value strategy and research for the Large Cap Value strategy.
She has been with the firm since 2008.
She served six years as a Research Analyst on the Value Equity team in addition to roles overseeing performance analysis and as a product specialist for the Value Equity strategies.
She earned a Bachelor of Science degree in Marketing from Lehigh University’s College of Business and Economics.
She completed the Chartered Financial Analyst program in 2015, is a CIPM certificate holder, and a member of the New York Society of Security Analysts.
Helena Scholz active positions
| Companies | Position | Start |
|---|---|---|
Hudson Edge Investment Partners, Inc.
 Hudson Edge Investment Partners, Inc. Investment ManagersFinance Hudson Edge Investment Partners, Inc. (Hudson Edge) is an independent, SEC-registered investment advisor headquartered in Jersey City, New Jersey. The firm was founded by Jeffrey Harris in 1983 as HGK Asset Management, Inc. Hudson Edge provides equity, fixed income, balanced and international equity investment strategies for a variety of client accounts, including separately managed accounts, wrap accounts, and private funds. The firm participates as the sub-adviser in several wrap fee programs by providing portfolio management services to institutions. | Analyst-Equity | 2008-05-31 |
Training of Helena Scholz
| Lehigh University’S College of Business & Economics | Undergraduate Degree |
Experiences
Positions held
Connections
1st degree connections
1st degree companies
Male
Female
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Executives
Linked companies
| Private companies | 1 |
|---|---|
Hudson Edge Investment Partners, Inc.
Hudson Edge Investment Partners, Inc. Investment ManagersFinance Hudson Edge Investment Partners, Inc. (Hudson Edge) is an independent, SEC-registered investment advisor headquartered in Jersey City, New Jersey. The firm was founded by Jeffrey Harris in 1983 as HGK Asset Management, Inc. Hudson Edge provides equity, fixed income, balanced and international equity investment strategies for a variety of client accounts, including separately managed accounts, wrap accounts, and private funds. The firm participates as the sub-adviser in several wrap fee programs by providing portfolio management services to institutions. | Finance |
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