Chris Schiffer
Plus aucun poste en cours
Profil
Mr. Christopher J.
Schiffer is an Executive Vice President & Chief Operating Officer at American Economic Planning Group, Inc. He helps clients make wise decisions on financial life planning and investment issues.
He is the firm’s subject matter expert for financial planning in divorce situations.
He is responsible for the firm’s strategic direction and managing the firm’s operational and administrative discipline.
He is also the Chief Compliance Officer and serves on the firm’s Investment Committee.
He is a seasoned executive in the financial services industry with over 30 years of accounting, business and financial industry expertise.
Prior to joining AEPG, Mr. Schiffer served as Chief Operating Officer with Geller Family Office Services and with Wealth Management at Jefferies & Company.
Prior to Jefferies, he spent nine years in the Wealth Management group at Donaldson Lufkin Jenrette and its successor firm, Credit Suisse.
He began his career at PricewaterhouseCoopers in audit and assurance.
He served as Treasurer for the Summit Medical Group Foundation.
He received a BS in Accounting from Fordham University.
He also received an MBA in Finance and International Business from New York University’s Stern School of Business.
He is a Certified Financial Planner, Certified Public Accountant licensed in New York.
Anciens postes connus de Chris Schiffer
| Sociétés | Poste | Fin |
|---|---|---|
American Economic Planning Group, Inc.
 American Economic Planning Group, Inc. Investment ManagersFinance Founded in 1980 by Steven Kaye, American Economic Planning Group, Inc. is a registered investment advisor firm located in Warren, New Jersey. The firm provides personalized comprehensive wealth management to individuals, families and business owners. Their services include, but are not limited to financial planning, investment management, estate planning, 401(k)/retirement plan solutions, insurance planning and group employee benefits. American Economic Planning Group also does business as AEPG Wealth Strategies. | Compliance Officer | - |
| Pricewaterhousecoopers LLC | Corporate Officer/Principal | - |
Credit Suisse Securities (USA) LLC (Broker)
 Credit Suisse Securities (USA) LLC (Broker) Investment Banks/BrokersFinance Credit Suisse Securities (USA) LLC (Credit Suisse Securities USA) is the broker/dealer division of Credit Suisse Securities (USA) LLC, an investment banking company headquartered in New York City. The firm was founded in 1998 and is a wholly owned subsidiary of Credit Suisse (USA), Inc., ultimately owned by Credit Suisse Group AG (SWX: CSGN) in Switzerland. Credit Suisse Securities USA offers a suite of equities, solutions and credit products and services which includes global securities sales, trading and execution, prime brokerage and comprehensive investment research. Their clients include financial institutions, corporations, governments, institutional investors, such as pension funds and hedge funds, and private individuals around the world. | Corporate Officer/Principal | - |
| Donaldson, Lufkin & Jenrette Securities Corp. | Corporate Officer/Principal | - |
Jefferies LLC
 Jefferies LLC Investment Banks/BrokersFinance Jefferies LLC is a global investment bank and institutional securities firm headquartered in New York City. The firm was founded in 1962 and is a subsidiary of Jefferies Group LLC, ultimately held by Jefferies Financial Group, Inc. (NYSE: JEF). Jefferies provides corporate clients with research and execution services in equity, fixed income, and foreign exchange markets, as well as a full range of investment banking services such as underwriting, mergers and acquisitions, restructuring and recapitalization, and other advisory services, with all businesses operating in the Americas, Europe and Asia. | Corporate Officer/Principal | - |
Formation de Chris Schiffer
| Fordham University | Undergraduate Degree |
| New York University | Masters Business Admin |
Expériences
Fonctions occupées
Sociétés liées
| Entreprise privées | 6 |
|---|---|
Geller Advisors LLC
 Geller Advisors LLC Investment ManagersFinance Geller Advisors LLC is a SEC-registered investment advisor and wealth management firm headquartered in New York City. The firm was founded by Martin Geller as Geller Family Office Services LLC in 2004. They are a wholly-owned subsidiary of Geller Holdings II LLC, which is further owned by Geller & Co. LLC. Geller Advisors provides integrated wealth management services to ultra-high-net worth individuals, families, their related entities, trusts, estates, charitable organizations, and other business entities as well as private funds (Geller Funds). | Finance |
Jefferies LLC
Jefferies LLC Investment Banks/BrokersFinance Jefferies LLC is a global investment bank and institutional securities firm headquartered in New York City. The firm was founded in 1962 and is a subsidiary of Jefferies Group LLC, ultimately held by Jefferies Financial Group, Inc. (NYSE: JEF). Jefferies provides corporate clients with research and execution services in equity, fixed income, and foreign exchange markets, as well as a full range of investment banking services such as underwriting, mergers and acquisitions, restructuring and recapitalization, and other advisory services, with all businesses operating in the Americas, Europe and Asia. | Finance |
| Donaldson, Lufkin & Jenrette Securities Corp. | Finance |
Credit Suisse Securities (USA) LLC (Broker)
Credit Suisse Securities (USA) LLC (Broker) Investment Banks/BrokersFinance Credit Suisse Securities (USA) LLC (Credit Suisse Securities USA) is the broker/dealer division of Credit Suisse Securities (USA) LLC, an investment banking company headquartered in New York City. The firm was founded in 1998 and is a wholly owned subsidiary of Credit Suisse (USA), Inc., ultimately owned by Credit Suisse Group AG (SWX: CSGN) in Switzerland. Credit Suisse Securities USA offers a suite of equities, solutions and credit products and services which includes global securities sales, trading and execution, prime brokerage and comprehensive investment research. Their clients include financial institutions, corporations, governments, institutional investors, such as pension funds and hedge funds, and private individuals around the world. | Finance |
| Pricewaterhousecoopers LLC | |
American Economic Planning Group, Inc.
American Economic Planning Group, Inc. Investment ManagersFinance Founded in 1980 by Steven Kaye, American Economic Planning Group, Inc. is a registered investment advisor firm located in Warren, New Jersey. The firm provides personalized comprehensive wealth management to individuals, families and business owners. Their services include, but are not limited to financial planning, investment management, estate planning, 401(k)/retirement plan solutions, insurance planning and group employee benefits. American Economic Planning Group also does business as AEPG Wealth Strategies. | Finance |
