Portfolio Manager
Current- Coverage includes U.S. and non-U.S. Financial Services with emphasis on Banks and Capital Markets
Jul 2024 - Present
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Brian Schulz Email & Phone Number
Portfolio Manager
at
North Rock Capital Management, LLC
1 work email found
@bamfunds.com
4 phones found area 212 and 312
LinkedIn matched
✓ Verified August 2026
4 data sources
Profile completeness 100%
Current company
Role
Portfolio Manager
Location
Scottsdale, Arizona, United States
Who is Brian Schulz? Overview
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Quick answer
Brian Schulz is listed as Portfolio Manager at North Rock Capital Management, LLC, based in Scottsdale, Arizona, United States. AeroLeads shows a work email signal at bamfunds.com, phone signal with area code 212, 312, and a matched LinkedIn profile for Brian Schulz.
Brian Schulz previously worked as Podcast Co-host, Nerd Gen Report at Self-Employed and Senior Analyst at Balyasny Asset Management L.P.. Brian Schulz holds A.B., Economics from Harvard University.
Company email context
Email format at North Rock Capital Management, LLC
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{first_initial}{last}@bamfunds.com
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AeroLeads found 1 current-domain work email signal for Brian Schulz. Compare company email patterns before reaching out.
Profile bio
About Brian Schulz
Brian Schulz is a Portfolio Manager at North Rock Capital Management, LLC. He possess expertise in equities, portfolio management, investments, bloomberg, financial modeling and 6 more skills.
Listed skills include Equities, Portfolio Management, Investments, Bloomberg, and 7 others.
Current workplace
Brian Schulz's current company
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7 roles
Brian Schulz work experience
A career timeline built from the work history available for this profile.
Podcast Co-Host, Nerd Gen Report
Self-Employed
- Co-host of weekly podcast dedicated to comic book/superhero film and television genre.
Senior Analyst
- Coverage includes U.S. and non-U.S. Financial Services with emphasis on Capital Markets
Dec 2020 - Jun 2024
Analyst
- Managed $1.5 billion long/short market neutral equities portfolio within Financial Services sector with trade authority and management of risk model factors.- Coverage universe included 50-60 Banks, Capital Markets, and Payments companies.- Handled Corporate Access relationship initiative with management teams across coverage universe.
Nov 2015 - Mar 2020
Senior Vice President, Co-Portfolio Manager
- Provided research and stock recommendations for Financial Services stocks across long-only growth strategies at all market cap levels.- Co-managed Mid-cap Growth strategy from 2013-15.- Performed regular marketing functions with consultants, investors, and potential investors.
Jul 2004 - Sep 2015
Founder, Game Of The Week
U.S. College Hockey Online
- Play-by-play broadcaster for weekly online ice hockey videocast through U.S. College Hockey Online, including NCAA Division I, NCAA Division III, and International tournaments.- Received 2013 Joe Burke Award for contributions to sport of women's ice hockey.
Sep 2004 - Mar 2010
Research Associate
Jul 2001 - Jul 2004
1 education record
Brian Schulz education
-
Harvard University
FAQ
Frequently asked questions about Brian Schulz
Quick answers generated from the profile data available on this page.
What company does Brian Schulz work for?
Brian Schulz works for North Rock Capital Management, LLC.
What is Brian Schulz's role at North Rock Capital Management, LLC?
Brian Schulz is listed as Portfolio Manager at North Rock Capital Management, LLC.
What is Brian Schulz's email address?
AeroLeads has found 1 work email signal at @bamfunds.com for Brian Schulz at North Rock Capital Management, LLC.
What is Brian Schulz's phone number?
AeroLeads has found 4 phone signal(s) with area code 212, 312 for Brian Schulz at North Rock Capital Management, LLC.
Where is Brian Schulz based?
Brian Schulz is based in Scottsdale, Arizona, United States while working with North Rock Capital Management, LLC.
What companies has Brian Schulz worked for?
Brian Schulz has worked for North Rock Capital Management, Llc, Self-Employed, Balyasny Asset Management L.P., Citadel Llc, and Fred Alger Management.
How can I contact Brian Schulz?
You can use AeroLeads to view verified contact signals for Brian Schulz at North Rock Capital Management, LLC, including work email, phone, and LinkedIn data when available.
What schools did Brian Schulz attend?
Brian Schulz holds A.B., Economics from Harvard University.
What skills is Brian Schulz known for?
Brian Schulz is listed with skills including Equities, Portfolio Management, Investments, Bloomberg, Financial Modeling, Valuation, Equity Research, and Asset Management.
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