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Brian Matthew Schaeffer
Portfolio Manager-Equities at ShankerValleau Wealth Advisors, Inc.
Network origin in Brian Matthew Schaeffer first degree
Entity | Entity type | Industry | |
---|---|---|---|
Texas Tech University
21
| College/University | Other Consumer Services | 21 |
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.
3
| Private Company | Investment Managers | 3 |
Chart of Companies connected to the second degree
Multi-company connection
Companies connected to Brian Matthew Schaeffer via their personal network
Company | Sector | Related people | Main position |
---|---|---|---|
University of Illinois | College/University | Undergraduate Degree Undergraduate Degree Undergraduate Degree Undergraduate Degree | |
An-Najah National University | College/University | Undergraduate Degree | |
FIRST FINANCIAL BANKSHARES, INC. | Major Banks | Sales & Marketing | |
Deloitte/Malawi/
![]() Deloitte/Malawi/ Miscellaneous Commercial ServicesCommercial Services Deloitte/Malawi provides accounting services. The private company is based in Blantyre, Malawi. | Miscellaneous Commercial Services | Consultant / Advisor | |
Westwood Management Corp. (Texas)
![]() Westwood Management Corp. (Texas) Investment ManagersFinance Westwood Management Corp. (Westwood) is a SEC-registered investment advisor headquartered in Dallas, Texas. The firm was founded by Susan Byrne in 1983 and is a wholly-owned subsidiary of Westwood Holdings Group, Inc. (NYSE: WHG). Westwood provides portfolio management services to individuals, investment companies, pension and profit-sharing plans, trusts, estates, charitable organizations, corporations, state and municipal government entities, pooled investment vehicles, and sovereign wealth funds. | Investment Managers | Analyst-Equity | |
Montana Extraction Co. LLC | Director/Board Member | ||
Salient Partners LP
![]() Salient Partners LP Investment ManagersFinance Salient Partners LP (Salient) is an asset management boutique headquartered in Houston, Texas. The firm was founded in 2002 by Andrew Linbeck, Jeremy Radcliffe and Haag Sherman. In 2003, the firm merged with Pinnacle Management & Trust Co. to form Salient Partners & Pinnacle Trust Co. Two years later the firm adopted the name Salient Partners LP. In 2022, they were acquired by Westwood Holdings Group, Inc. (NYSE: WHG). Salient provides real assets, tactical equity alternatives, and private solutions for institutional investors and investment advisors. | Investment Managers | Analyst-Equity | |
Live Oak Resource Partners LLC
![]() Live Oak Resource Partners LLC Investment ManagersFinance Live Oak Resource Partners LLC (Live Oak Resource Partners) is a Private Equity firm founded in 2014 by Andrew Keene and Brandon Meyers. The firm is headquartered in Houston, United States. | Investment Managers | Corporate Officer/Principal | |
Jones Graduate School of Business | College/University | Masters Business Admin | |
Yarmouk University | College/University | Graduate Degree | |
University of Utah | College/University | Masters Business Admin | |
University of Santiago de Compostela | College/University | Doctorate Degree | |
PALESTINE ISLAMIC BANK | Regional Banks | Shariah Board Member | |
University of Florida | College/University | Graduate Degree | |
Teacher Retirement System of Texas
![]() Teacher Retirement System of Texas Investment ManagersFinance The Teacher Retirement System of Texas (TRS) is a state-owned pension fund manager headquartered in Austin, Texas. The firm was founded by the Texas Legislature in 1937 to provide service and disability retirement benefits to teachers and administrators of the public school systems of Texas, which include institutions of higher education. In 1949, legislation expanded membership eligibility to include all employees of public education institutions. In 1985, TRS was assigned responsibility to administer health insurance program for public school retirees. The firm invests funds under its stewardship and delivers benefits to members as authorized by the Texas Legislature. | Investment Managers | Analyst-Equity | |
Insight Equity Holdings LLC
![]() Insight Equity Holdings LLC Investment ManagersFinance Insight Equity Holdings LLC (Insight Equity) is a private equity firm founded in 2002 by Victor L Vescovo and Ted W. Beneski. The firm is headquartered in Southlake, Texas. | Investment Managers | Private Equity Analyst | |
McLane International LLC
![]() McLane International LLC Air Freight/CouriersTransportation McLane International LLC provides international trading and solution services. Its services include consolidating export containers worldwide, multi-llngual stickering program, expert logistics management, international trade show participation and the lady liberty brand. The company was founded by Drayton McLane in 1958 and is headquartered in Houston, TX. | Air Freight/Couriers | Corporate Officer/Principal | |
Louisiana Tech University | College/University | Undergraduate Degree | |
Preston Ventures, Inc.
![]() Preston Ventures, Inc. Financial ConglomeratesFinance Preston Ventures, Inc. provides real estate investment services. It funds and takes an active role in the day-to-day operations of growth-stage companies. The company is headquartered in Cambridge, MA. | Financial Conglomerates | Private Equity Investor | |
The American College of Financial Services | College/University | Graduate Degree | |
University of Kentucky | College/University | Undergraduate Degree | |
PGIM DC Solutions LLC
![]() PGIM DC Solutions LLC Investment ManagersFinance Part of Prudential Financial, Inc., PGIM DC Solutions LLC is a retirement solutions provider that partners with clients to provide customized solutions for lifetime income. The company is based in Newark, NJ. As of Sept. 30, 2023, PGIM has $164 billion in DC assets under management. PGIM DC Solutions seeks to deliver innovative defined contribution solutions founded on market-leading research and capabilities. The company was founded in 2021. Michael David Miller has been the CEO of the company since April 01, 2022. | Investment Managers | Director of Research - Equity | |
PetroCap LLC
![]() PetroCap LLC Investment ManagersFinance PetroCap LLC (PetroCap) is a private equity firm founded in 1992 by Doug Evans. The firm is headquartered in Dallas, Texas. | Investment Managers | Private Equity Investor | |
Sam Houston State University | College/University | Undergraduate Degree | |
EuroPacific Growth Fund | Investment Trusts/Mutual Funds | Corporate Officer/Principal | |
Obra Capital Management LLC
![]() Obra Capital Management LLC Investment ManagersFinance Obra Capital Management LLC (Obra) is a SEC-registered alternative asset manager headquartered in Austin, Texas. The firm was founded in 2010 as Vida Capital Management LLC. They are wholly-owned by Obra Capital, Inc. Obra provides investment products and solutions for a diverse group of investors. | Investment Managers | Director/Board Member | |
Stronghold Investment Management LLC
![]() Stronghold Investment Management LLC Investment ManagersFinance Stronghold Investment Management LLC (Stronghold) is a private equity firm founded in 2016 by Ryan A. Turner and William T. Fennebresque. The firm is headquartered in Dallas, Texas. | Investment Managers | Private Equity Investor | |
Blue Barn Wealth LLC
![]() Blue Barn Wealth LLC Investment ManagersFinance Blue Barn Wealth LLC (BBW) is a registered investment advisor and wealth management firm headquartered in Salt Lake City, Utah. Formerly known as Financial Planning Office LLC, the firm became a wholly-owned subsidiary of HJB Wealth Management LLC in 2017 and was renamed Blue Barn Wealth LLC in 2019. BBW offers financial planning and portfolio management services to individual and institutional clients. | Investment Managers | Portfolio Manager-Equities | |
Quantum Capital Group LLC
![]() Quantum Capital Group LLC Investment ManagersFinance Quantum Capital Group LLC (Quantum Capital Group) is a private equity firm founded in 1998 by Wil VanLoh, Toby R. Neugebauer and A. V. Jones. The firm is headquartered in Houston, Texas. | Investment Managers | Corporate Officer/Principal | |
Vanderbilt University Law School | College/University | Graduate Degree | |
Bahama Buck's Franchise Corp.
![]() Bahama Buck's Franchise Corp. Food: Meat/Fish/DairyConsumer Non-Durables Bahama Buck's Franchise Corp. manufactures and supplies frozen desserts and ice cream products. Its products include Taste of paradise, Sno, Smoothies, Island Specialties, Paradise Fruit and Island House Coffee. The company was founded by Ryan Blake Buchanan in 1990 and is headquartered in Lubbock, TX. | Food: Meat/Fish/Dairy | Corporate Officer/Principal | |
Sidley Austin LLP
![]() Sidley Austin LLP Miscellaneous Commercial ServicesCommercial Services Sidley Austin LLP is a premier legal adviser with over 2000 lawyers in 20 offices worldwide. Sidley Austin is based in Chicago, IL and has subsidiaries in Germany, Hong Kong, United States, United Kingdom, and Japan. The firm has been providing superior client service for over 150 years and has a diverse group of legal professionals from many cultures who are dedicated to teamwork and collaboration. Sidley Austin has forged enduring relationships with the business community and serves a varied and high-caliber group of market leaders, many of whom are pioneers in their respective industries and professions. The firm is committed to pro bono service and its lawyers and staff devote more than 100,000 hours annually to serving those most in need. | Miscellaneous Commercial Services | Corporate Officer/Principal | |
Cresta Fund Management LLC
![]() Cresta Fund Management LLC Investment ManagersFinance Cresta Fund Management LLC (Cresta Fund Management) is a private equity firm founded in 2016 by Chris Rozzell, David Truett Miller and Drew Armstrong. The firm is headquartered in Dallas, Texas. | Investment Managers | Compliance Officer | |
GI Manager LP
![]() GI Manager LP Investment ManagersFinance GI Manager LP (GI Manager) is a private equity firm founded by Richard Allen Magnuson and Michael F. Foust in 2001. The firm is headquartered in San Francisco, California. | Investment Managers | President | |
Beneficient Company Group LLC | Corporate Officer/Principal | ||
TPG Global LLC
![]() TPG Global LLC Investment ManagersFinance TPG Global LLC provides the capital, expertise, and support our partners need to reach their full potential and create greater possibilities. The company is headquartered in Chicago, IL. | Investment Managers | Corporate Officer/Principal | |
Utah State University | College/University | Undergraduate Degree | |
Georgia Southern University | College/University | Undergraduate Degree | |
US Department of Housing & Urban Development (DC) | General Government | Director of Finance/CFO | |
The Welch Foundation
![]() The Welch Foundation Investment Trusts/Mutual FundsMiscellaneous The Welch Foundation engages in the provision of private funding sources for fundamental chemical research at universities, colleges, and other educational institutions. The company was founded by Robert Alonzo Welch in 1954 and is headquartered in Houston, TX. | Investment Trusts/Mutual Funds | Director/Board Member | |
Capital Bank, NA (Maryland)
![]() Capital Bank, NA (Maryland) Major BanksFinance Capital Bank NA (Rockville, Maryland) is a privately-held business bank in the Washington, D.C., that offers a range of services encompassing cash management, commercial lending, consumer credit and residential mortgage and veterans administration home loans. The company was founded by Li-Min Lee in 1999 and is headquartered in Rockville, MD. | Major Banks | Director/Board Member | |
HighPoint Operating Corp.
![]() HighPoint Operating Corp. Oil & Gas ProductionEnergy Minerals HighPoint Operating Corp. engages in the development, acquisition, and exploration of oil and natural gas resources. It holds interest in the Denver-Julesburg Basin and the Uinta Oil Program in the Uinta Basin. The company was founded by William J. Barrett, Fredrick J. Barrett, and John Frank Keller in January 2002 and is headquartered in Denver, CO. | Oil & Gas Production | Director/Board Member | |
Houston Convention Center Hotel LLC
![]() Houston Convention Center Hotel LLC Hotels/Resorts/Cruise linesConsumer Services Houston Convention Center Hotel LLC owns and operates hotels. The non-profit company is based in Houston, TX. | Hotels/Resorts/Cruise lines | Director/Board Member | |
Young Presidents' Organization (Mumbai) | Corporate Officer/Principal |
Statistics
International
United States | 45 |
Palestinian Territory, Occupied | 3 |
Malawi | 2 |
Jordan | 2 |
Spain | 2 |
Sectoral
Finance | 25 |
Consumer Services | 16 |
Commercial Services | 3 |
Miscellaneous | 3 |
Transportation | 2 |
Operational
Director/Board Member | 27 |
Undergraduate Degree | 24 |
Corporate Officer/Principal | 18 |
Graduate Degree | 13 |
Portfolio Manager-Equities | 7 |
Most connected contacts
Insiders | |
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Carin Barth | 35 |
Anne Buchanan | 6 |
Alaa Razia | 5 |
Julie Westbrook | 5 |
Jarrod Upton | 5 |
David Blanchett | 5 |
Eric Gordon | 4 |
William Metzler | 4 |
Hyrum Legrand Smith | 4 |
Adam Kogler | 3 |
Ryan Hanna | 3 |
Altan O. Wuliji | 3 |
Jeremy D. Curtis | 3 |
Tom McLean | 3 |
Chris Cook | 3 |
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