Brian Matthew Schaeffer
Gestionnaire de Portefeuille-Actions chez ShankerValleau Wealth Advisors, Inc.
Postes actifs de Brian Matthew Schaeffer
Sociétés | Poste | Début | Fin |
---|---|---|---|
ShankerValleau Wealth Advisors, Inc.
ShankerValleau Wealth Advisors, Inc. Investment ManagersFinance ShankerValleau Wealth Advisors, Inc. (SV Wealth) is an independent registered investment advisor and wealth management firm headquartered in Skokie, Illinois. Founded in 1992, SV Wealth offers wealth management services to individual clients. | Gestionnaire de Portefeuille-Actions | 01/09/2015 | - |
Historique de carrière de Brian Matthew Schaeffer
Anciens postes connus de Brian Matthew Schaeffer
Sociétés | Poste | Début | Fin |
---|---|---|---|
Cambridge Investment Research Advisors, Inc.
Cambridge Investment Research Advisors, Inc. Investment ManagersFinance Cambridge Investment Research Advisors, Inc. (CIRA) is a SEC-registered investment advisor headquartered in Fairfield, Iowa. The firm was founded by Eric Schwartz in 1981 and is owned and controlled by Cambridge Investment Group, Inc., which in turn is majority owned by the Schwartz Family Trust. CIRA provides investment advisory services to individuals, high net-worth individuals, banking/thrift institutions, state or municipal government entities, pension and profit-sharing plans, trusts, estates, charitable organizations and corporations or business entities. | Corporate Officer/Principal | 01/02/2012 | 01/04/2013 |
Formation de Brian Matthew Schaeffer
Texas Tech University | Masters Business Admin |
Statistiques
Internationale
Etats-Unis | 4 |
Opérationnelle
Portfolio Manager-Equities | 1 |
Corporate Officer/Principal | 1 |
Masters Business Admin | 1 |
Sectorielle
Finance | 3 |
Consumer Services | 2 |
Fonctions occupées
Actives
Inactives
Sociétés cotées
Entreprise privées
Sociétés liées
Entreprise privées | 2 |
---|---|
ShankerValleau Wealth Advisors, Inc.
ShankerValleau Wealth Advisors, Inc. Investment ManagersFinance ShankerValleau Wealth Advisors, Inc. (SV Wealth) is an independent registered investment advisor and wealth management firm headquartered in Skokie, Illinois. Founded in 1992, SV Wealth offers wealth management services to individual clients. | Finance |
Cambridge Investment Research Advisors, Inc.
Cambridge Investment Research Advisors, Inc. Investment ManagersFinance Cambridge Investment Research Advisors, Inc. (CIRA) is a SEC-registered investment advisor headquartered in Fairfield, Iowa. The firm was founded by Eric Schwartz in 1981 and is owned and controlled by Cambridge Investment Group, Inc., which in turn is majority owned by the Schwartz Family Trust. CIRA provides investment advisory services to individuals, high net-worth individuals, banking/thrift institutions, state or municipal government entities, pension and profit-sharing plans, trusts, estates, charitable organizations and corporations or business entities. | Finance |
- Bourse
- Insiders
- Brian Matthew Schaeffer
- Expérience