Jeff Schollaert
Senior Equity Analyst at Adams Diversified Equity Fund, Inc.
About
Jeffrey R. Schollaert, CFA, is a Senior Equity Analyst at ADAMS DIVERSIFIED EQUITY FUND, INC., a Baltimore-based, NYSE-listed investment fund. In this role, he is primarily responsible for conducting equity research and providing investment recommendations, with a specific focus on the financial sector. His responsibilities include analyzing financial statements, monitoring industry trends, and supporting portfolio management decisions across the firm's diversified investment products.
Prior to joining Adams Funds, Jeff served as a Senior Equity Analyst at Wilmington Trust, where he honed his expertise in evaluating financial institutions and related market dynamics. His professional background is distinguished by deep experience in equity research, predominantly centered on financial services companies, banks, and asset managers.
Jeff earned his MBA and holds the Chartered Financial Analyst (CFA) designation, underscoring his commitment to rigorous analysis and ethical standards in investment management. He has contributed to industry forums and is recognized for his analytical rigor in the financials sector, helping Adams Funds navigate complex market cycles and generate shareholder value.
Career History
| Organization | Role | Date Range | Details |
|---|---|---|---|
| Adams Funds | Senior Equity Analyst | Sep 2015 to Present | Lead coverage of Financials, REITs, and Materials for our two closed end funds, ADX and PEO. Sectors have outperformed benchmark in each year of coverage. ADX Fund is one of only 11 funds in its peer ... |
| Vuma Biofuels | Advisory Board Member | Sep 2020 to Present | Advisory Board Member and investor in early stage company focused on Transforming Agricultural Waste to Sustainable Energy |
| Loyola University Maryland | Adjunct Professor | Jan 2013 to Present | Adjunct Professor in Finance Department of Sellinger Business School. Teach 400 level undergraduate Portfolio Management class and 700 level graduate Portfolio Management class for the MBA program. |
| Wilmington Trust | Co-Portfolio Manager | Jun 2008 to Jul 2015 | Co-Portfolio Manager of the Mid-Cap Growth Fund, responsible for coverage of the financials, energy, and materials sector. Fund was consistently rated 4-5 stars by Morningstar throughout my tenure. Fu... |
| American Capital | Senior Equity Analyst | Aug 2007 to May 2008 | One of four founding members of Financials-only long/short equity hedge fund. |
| Wachovia | Senior Equity Analyst | Jan 2004 to Aug 2007 | Senior Sell-Side Analyst covering Consumer Finance sector including credit cards and specialty finance/lenders. |
| Kaiser Associates | Senior Consultant | Jan 1998 to Jan 2000 | — |
Education
University of Maryland - Robert H. Smith School of Business
MBA, Finance
2002 — 2004
Colgate University
BA, Mathematics
1994 — 1998
Others at Adams Diversified Equity Fund, Inc. (9)
| Name | Role | Location |
|---|---|---|
B Brian Hook | Vice President, Chief Financial Officer and Treasurer | Baltimore, MD , United States |
D David Schiminger | analyst | Baltimore, MD , United States |
M Michael Kijesky | Vice President | Baltimore, MD , United States |
 | Sr. Equity Analyst and Portfolio Manager | Scituate, MA , United States |
W William Reinhardt | Senior Equity Analyst - Industrials | FL , United States |
 | Equity Research Analyst | Baltimore, MD , United States |
G Greg Buckley | Portfolio Manager | United States |
N Nancy Prue | Executive Vice President | Baltimore, MD , United States |
S Steven Crain | Senior Equity Analyst, Vice President, CFA | Ellicott City, MD , United States |