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Brian Matthew Schaeffer
Portefeuillebeheerder-Aandelen bij
ShankerValleau Wealth Advisors, Inc.
Profiel
Mr. Brian M.
Schaeffer is a Financial Planner at ShankerValleau Wealth Advisors, Inc.
Mr. Schaeffer was previously employed as an Investment Adviser by Cambridge Investment Research Advisors, Inc.
He graduated with a bachelor’s degree in Personal Finance from the University of Wisconsin Madison and also holds a master’s degree in Personal Financial Planning and an MBA from Texas Tech University.
Actieve functies van Brian Matthew Schaeffer
| Bedrijven | Functie | Begin |
|---|---|---|
ShankerValleau Wealth Advisors, Inc.
 ShankerValleau Wealth Advisors, Inc. Investment ManagersFinance SV Wealth manages client's portfolio by investing in the market with a balanced, long-term discipline. The firm utilizes a five-step process to evaluate and articulate the client's goals and track our progress in achieving them. | Portefeuillebeheerder-Aandelen | 01-09-2015 |
Eerdere bekende functies van Brian Matthew Schaeffer
| Bedrijven | Functie | Einde |
|---|---|---|
Cambridge Investment Research Advisors, Inc.
 Cambridge Investment Research Advisors, Inc. Investment ManagersFinance CIRA uses various methods of analysis including fundamental, technical, charting and cyclical. The firm's investment strategies/services may include: (1) long-term purchases; (2) short-term purchases; (3) short sales; (4) margin transactions; (5) option writing including covered options, uncovered options or spreading strategies; (6) tactical asset allocation; (7) strategic asset allocation; (8) market timing services; and (9) Modern Portfolio Theory. CIRA does not provide advice on futures or commodity contracts. | Corporate Officer/Principal | 01-04-2013 |
Opleiding van Brian Matthew Schaeffer
Ervaring
Beklede functies
Actief
Inactief
Beursgenoteerde bedrijven
Bedrijven in privébezit
Connecties
7
Eerstegraads connecties
3
Bedrijven verbonden in de eerste graad
Man
Vrouw
Besturend
Uitvoerend
Verwante bedrijven
| Bedrijven in privébezit | 3 |
|---|---|
Texas Tech University
 Texas Tech University Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
ShankerValleau Wealth Advisors, Inc.
ShankerValleau Wealth Advisors, Inc. Investment ManagersFinance SV Wealth manages client's portfolio by investing in the market with a balanced, long-term discipline. The firm utilizes a five-step process to evaluate and articulate the client's goals and track our progress in achieving them. | Finance |
Cambridge Investment Research Advisors, Inc.
Cambridge Investment Research Advisors, Inc. Investment ManagersFinance CIRA uses various methods of analysis including fundamental, technical, charting and cyclical. The firm's investment strategies/services may include: (1) long-term purchases; (2) short-term purchases; (3) short sales; (4) margin transactions; (5) option writing including covered options, uncovered options or spreading strategies; (6) tactical asset allocation; (7) strategic asset allocation; (8) market timing services; and (9) Modern Portfolio Theory. CIRA does not provide advice on futures or commodity contracts. | Finance |
