Brian Matthew Schaeffer
Portefeuillebeheerder-Aandelen bij ShankerValleau Wealth Advisors, Inc.
Actieve functies van Brian Matthew Schaeffer
| Bedrijven | Functie | Begin | Einde |
|---|---|---|---|
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. | Portefeuillebeheerder-Aandelen | 01-09-2015 | - |
Loopbaan van Brian Matthew Schaeffer
Eerdere bekende functies van Brian Matthew Schaeffer
| Bedrijven | Functie | Begin | Einde |
|---|---|---|---|
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 |
Opleiding van Brian Matthew Schaeffer
| Texas Tech University | Masters Business Admin |
Statistieken
Internationaal
| Verenigde Staten | 4 |
Operationeel
| Portfolio Manager-Equities | 1 |
| Corporate Officer/Principal | 1 |
| Masters Business Admin | 1 |
Sectoraal
| Finance | 3 |
| Consumer Services | 2 |
Beklede functies
Actief
Inactief
Beursgenoteerde bedrijven
Bedrijven in privébezit
Verwante bedrijven
| Bedrijven in privébezit | 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 |
