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Brian Matthew Schaeffer
Portfolio Manager-Equities at
ShankerValleau Wealth Advisors, Inc.
Profile
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.
Brian Matthew Schaeffer active positions
| Companies | Position | Start |
|---|---|---|
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. | Portfolio Manager-Equities | 01/09/2015 |
Former positions of Brian Matthew Schaeffer
| Companies | Position | End |
|---|---|---|
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 |
Training of Brian Matthew Schaeffer
Experiences
Positions held
Active
Inactive
Listed companies
Private companies
Connections
7
1st degree connections
3
1st degree companies
Male
Female
Members of the board
Executives
Linked companies
| Private companies | 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 |
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