Eric Josef Schaefer
Portefeuillebeheerder-Aandelen bij Evermay Wealth Management LLC
Profiel
Mr. Eric J.
Schaefer is a Senior Wealth Advisor & Principal at Evermay Wealth Management LLC.
He provides advice and guidance to Evermay’s clients.
He was previously a financial advisor with Savant Capital Management in McLean, Virginia.
Prior to Savant, he served as a financial planner and investment advisor for private wealth management firms in the Washington, D.C.
and Hartford, Connecticut areas.
He graduated from Virginia Tech in 2009 with a B.S.
in Finance.
Actieve functies van Eric Josef Schaefer
| Bedrijven | Functie | Begin |
|---|---|---|
Evermay Wealth Management LLC
 Evermay Wealth Management LLC Investment ManagersFinance Evermay Wealth Management LLC is an independent registered investment advisor headquartered in Arlington, Virginia. The firm was founded in 2008 by Will Pitt, Damon White and Biljana McKinley. Evermay provides investment supervisory services on both a discretionary and non-discretionary basis to individuals, high net worth individuals, corporations, pension and profit-sharing plans, and trusts and estates. | Portefeuillebeheerder-Aandelen | - |
Eerdere bekende functies van Eric Josef Schaefer
| Bedrijven | Functie | Einde |
|---|---|---|
Savant Capital LLC (Illinois)
 Savant Capital LLC (Illinois) Investment ManagersFinance Savant Capital LLC, do-business-as Savant Wealth Management (Savant), is a SEC-registered investment advisor headquartered in Rockford, Illinois. The firm was founded by Thomas Muldowney in 1986 and is a subsidiary of Savant Capital Holdings LLC, which is owned by SCMI, Inc. (formerly known as Savant Capital Management, Inc.). Savant provides comprehensive financial advice and services to individuals, families, and businesses across the nation. | Portefeuillebeheerder-Aandelen | 01-04-2015 |
Opleiding van Eric Josef Schaefer
| Virginia Polytechnic Institute & State University | Undergraduate Degree |
Ervaring
Beklede functies
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Inactief
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Verwante bedrijven
| Bedrijven in privébezit | 2 |
|---|---|
Savant Capital LLC (Illinois)
Savant Capital LLC (Illinois) Investment ManagersFinance Savant Capital LLC, do-business-as Savant Wealth Management (Savant), is a SEC-registered investment advisor headquartered in Rockford, Illinois. The firm was founded by Thomas Muldowney in 1986 and is a subsidiary of Savant Capital Holdings LLC, which is owned by SCMI, Inc. (formerly known as Savant Capital Management, Inc.). Savant provides comprehensive financial advice and services to individuals, families, and businesses across the nation. | Finance |
Evermay Wealth Management LLC
Evermay Wealth Management LLC Investment ManagersFinance Evermay Wealth Management LLC is an independent registered investment advisor headquartered in Arlington, Virginia. The firm was founded in 2008 by Will Pitt, Damon White and Biljana McKinley. Evermay provides investment supervisory services on both a discretionary and non-discretionary basis to individuals, high net worth individuals, corporations, pension and profit-sharing plans, and trusts and estates. | Finance |
