Matt Schaefer
Geen lopende functies
Profiel
Mr. Matt Schaefer is a Portfolio Specialist at Brinker Capital Investments LLC.
In this role, he is responsible for trading and verifying accounts with their designated models and investing and rebalancing accounts based on client requests.
Prior to his current role, hewas a Reconciliation Specialist at Brinker Capital.
He has over 10 years of industry experience.
Prior to joining Brinker Capital, he worked at Bank of New York Mellon and PNC Bank.
He received his Bachelor of Science in international business and marketing from Indiana University of Pennsylvania.
Eerdere bekende functies van Matt Schaefer
| Bedrijven | Functie | Einde |
|---|---|---|
Brinker Capital Investments LLC
 Brinker Capital Investments LLC Investment ManagersFinance Brinker Capital Investments LLC (Brinker) is a SEC-registered investment advisor headquartered in Berwyn, Pennsylvania. The firm was founded by Noreen Beaman in 1989 as CLS Investments LLC. They are a subsidiary of Orion Advisor Solutions, Inc., ultimately held by GT Polaris Holdings LP. Brinker provides investment advice to individuals, banks or thrift institutions, pension and profit-sharing plans, trusts, estates or charitable institutions and other business entities. | Portefeuillebeheerder-Aandelen | 01-06-2022 |
Brinker Capital, Inc.
 Brinker Capital, Inc. Investment ManagersFinance Brinker Capital, Inc. is a SEC-registered investment advisor and wealth management firm headquartered in Berwyn, Pennsylvania. The firm was founded in 1987 by Charles Widger and Noreen Beaman. They are a subsidiary of Brinker Capital Holdings, Inc. Brinker Capital provides investment advice to individuals, banks or thrift institutions, pension and profit-sharing plans, trusts, estates or charitable institutions and other business entities. | Trading-Equity | - |
Opleiding van Matt Schaefer
| Indiana University of Pennsylvania | Undergraduate Degree |
Ervaring
Beklede functies
Actief
Inactief
Beursgenoteerde bedrijven
Bedrijven in privébezit
Verwante bedrijven
| Bedrijven in privébezit | 2 |
|---|---|
Brinker Capital, Inc.
Brinker Capital, Inc. Investment ManagersFinance Brinker Capital, Inc. is a SEC-registered investment advisor and wealth management firm headquartered in Berwyn, Pennsylvania. The firm was founded in 1987 by Charles Widger and Noreen Beaman. They are a subsidiary of Brinker Capital Holdings, Inc. Brinker Capital provides investment advice to individuals, banks or thrift institutions, pension and profit-sharing plans, trusts, estates or charitable institutions and other business entities. | Finance |
Brinker Capital Investments LLC
Brinker Capital Investments LLC Investment ManagersFinance Brinker Capital Investments LLC (Brinker) is a SEC-registered investment advisor headquartered in Berwyn, Pennsylvania. The firm was founded by Noreen Beaman in 1989 as CLS Investments LLC. They are a subsidiary of Orion Advisor Solutions, Inc., ultimately held by GT Polaris Holdings LP. Brinker provides investment advice to individuals, banks or thrift institutions, pension and profit-sharing plans, trusts, estates or charitable institutions and other business entities. | Finance |
