Brian Matthew Schaeffer
Gestore di Portafoglio-Azioni presso ShankerValleau Wealth Advisors, Inc.
Posizioni attive di Brian Matthew Schaeffer
| Società | Posizione | Inizio | Fine |
|---|---|---|---|
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. | Gestore di Portafoglio-Azioni | 01/09/2015 | - |
Storia della carriera di Brian Matthew Schaeffer
Precedenti posizioni note di Brian Matthew Schaeffer
| Società | Posizione | Inizio | Fine |
|---|---|---|---|
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 is 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 |
Formazione di Brian Matthew Schaeffer
| Texas Tech University | Masters Business Admin |
Statistiche
Distribuzione geografica
| Stati Uniti | 4 |
Posizioni
| Portfolio Manager-Equities | 1 |
| Corporate Officer/Principal | 1 |
| Masters Business Admin | 1 |
Settori
| Finance | 3 |
| Consumer Services | 2 |
Posizioni ricoperte
Attive
Inattive
Società quotate in Borsa
Aziende private
Società collegate
| Aziende private | 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 is 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 |
