Paul Schatz

President and CIO

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Personal Bio

Paul Schatz, Founder, and President of Heritage Capital has a wealth of experience investing in equities, fixed income, options, and futures. While he is best known for his equity index and precious metals models, his technical driven strategies have taken him into other asset classes as well. Paul is a recognized pioneer and expert in the exchange-traded fund (ETF) field, having employed them in his work since 1994. Additionally, he has consulted for many of today’s ETF purveyors on new product development and is a highly sought after speaker in the field.

From 1989 to 1991, Paul worked for Shearson Lehman Brothers in various computer and financial planning related positions. Following his tenure at Shearson, Paul moved to Cowen & Company where he traded proprietary money in equities, options, and futures from 1991 to 1993.

Between 1993 and 2002, Paul served as Chief Investment Officer for Beneficial Capital, Inc., an SEC Registered Investment Adviser and NASD broker-dealer, creating proprietary computer-driven investment models and launching the firm’s third-party investment advisor practice.

Mr. Schatz currently serves as Treasurer of the National Association of Active Investment Managers, Inc. (NAAIM), a trade association of 150 Registered Investment Advisory firms who employ active investment strategies aimed at protecting client assets. Previously, he acted as Chairman, President, Vice President, and Secretary.

Paul is responsible for all of the firm’s writing and publishing, including frequent posts in Invest for Tomorrow Blog.  He also writes the firm’s bi-weekly e-letter, Street$marts, which is read by thousands of top financial advisers and members of the media and has been reprinted in Barrons. Paul offers frequent market analysis for various programs on CNBC, Fox Business, and Yahoo Finance. He also can found on ABC, NBC, and FOX in CT, and he has been quoted in the market commentary sections of the Wall Street Journal, Investor’s Business Daily, USA Today, Connecticut Post, Hartford Courant, New Haven Register, Financial Planning, Registered Representative and Investment News Weekly.

Paul Schatz graduated from the University of Rochester in 1988 with a Bachelor’s Degree in Political Science and a minor in Economics

He has been a director, Secretary, Vice President, and President of the Alumni Council Board of Directors for The Hopkins School, his alma mater, located in New Haven, CT. Additionally, Paul is a past President, Vice-President, and Treasurer at Congregation B’nai Jacob in Woodbridge, as well as a former Endowment Trustee for the synagogue’s endowment fund.

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