Kyle Judge Schaffer
Analyst-Equity presso Ballentine Partners LLC
Profilo
Mr. Kyle J.
Schaffer, CFA, is a Partner & Senior Investment Advisor at Ballentine Partners LLC.
He is responsible for the firm's manager research effort and leads a team dedicated to the review, implementation, and monitoring of the firm's recommended investment managers across all asset classes.
Prior to joining the firm, Mr. Schaffer spent two years in Hamilton, Bermuda working at Ace Tempest Life Re as a Vice President and Risk Officer.
His responsibilities included all investment related functions of the company including asset allocation, manager selection, performance monitoring, and equity market exposure hedging.
Prior to that, he spent 9 years at John Hancock Life Insurance Company as an investment analyst and later as a portfolio manager within John Hancock's fixed income group.
Mr. Schaffer graduated from Brown University, Magna Cum Laude, with a BA in Applied Mathematics.
He is a Fellow of the Society of Actuaries and holds the Chartered Financial Analyst designation.
Posizioni attive di Kyle Judge Schaffer
Società | Posizione | Inizio |
---|---|---|
Ballentine Partners LLC
Ballentine Partners LLC Investment ManagersFinance Ballentine Partners LLC is a SEC-registered investment advisor and wealth management firm headquartered in Waltham, Massachusetts. The firm was founded by Roy Ballentine and Alice Finn in 2010 to continue manage the entire business of Ballentine, Finn & Co., Inc., a wealth advisory firm which was created in 1984. They are a subsidiary of Ballentine & Co., Inc. Ballentine Partners provides financial advice for wealthy families. | Analyst-Equity | 25/01/2010 |
Precedenti posizioni note di Kyle Judge Schaffer
Società | Posizione | Fine |
---|---|---|
ACE Tempest Life Reinsurance Ltd.
ACE Tempest Life Reinsurance Ltd. Multi-Line InsuranceFinance ACE Tempest Life Reinsurance Ltd. provides reinsurance services. The company is headquartered in Hamilton, Bermuda. | Corporate Officer/Principal | 31/12/2002 |
John Hancock Life Insurance Co. (USA)
John Hancock Life Insurance Co. (USA) Life/Health InsuranceFinance John Hancock Life Insurance Co. (USA) provides investment advice. The firm offers insurance and investment products and services to retail and institutional customers. It is the investment advisor responsible for management of the insurance company and other institutional portfolios. The company is headquartered in Boston, MA. | Corporate Officer/Principal | 31/12/2000 |
Formazione di Kyle Judge Schaffer
Brown University | Undergraduate Degree |
Esperienze
Posizioni ricoperte
Attive
Inattive
Società quotate in Borsa
Aziende private
Relazioni
Relazioni di 1° grado
Aziende connesse in 1º grado
Uomo
Donna
Amministratori
Dirigenti
Società collegate
Aziende private | 3 |
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Ballentine Partners LLC
Ballentine Partners LLC Investment ManagersFinance Ballentine Partners LLC is a SEC-registered investment advisor and wealth management firm headquartered in Waltham, Massachusetts. The firm was founded by Roy Ballentine and Alice Finn in 2010 to continue manage the entire business of Ballentine, Finn & Co., Inc., a wealth advisory firm which was created in 1984. They are a subsidiary of Ballentine & Co., Inc. Ballentine Partners provides financial advice for wealthy families. | Finance |
John Hancock Life Insurance Co. (USA)
John Hancock Life Insurance Co. (USA) Life/Health InsuranceFinance John Hancock Life Insurance Co. (USA) provides investment advice. The firm offers insurance and investment products and services to retail and institutional customers. It is the investment advisor responsible for management of the insurance company and other institutional portfolios. The company is headquartered in Boston, MA. | Finance |
ACE Tempest Life Reinsurance Ltd.
ACE Tempest Life Reinsurance Ltd. Multi-Line InsuranceFinance ACE Tempest Life Reinsurance Ltd. provides reinsurance services. The company is headquartered in Hamilton, Bermuda. | Finance |
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