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Eric Josef Schaefer
Portfolio Manager-Equities at Evermay Wealth Management LLC
Network origin in Eric Josef Schaefer first degree
Entity | Entity type | Industry | |
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Virginia Polytechnic Institute & State University
83
| College/University | Other Consumer Services | 83 |
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, owned by SCMI, Inc. (formerly known as Savant Capital Management, Inc.). Savant offers investment management, financial planning, retirement planning, and family office services to financially established individuals, families, and businesses.
7
| Subsidiary | Investment Managers | 7 |
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.
4
| Private Company | Investment Managers | 4 |
Chart of Companies connected to the second degree
Multi-company connection
Companies connected to Eric Josef Schaefer via their personal network
Company | Sector | Related people | Main position |
---|---|---|---|
SCHLUMBERGER LIMITED | Contract Drilling | Private Equity Investor | |
HarbourVest Partners LLC
![]() HarbourVest Partners LLC Investment ManagersFinance HarbourVest Partners LLC (HarbourVest Partners) is a private equity & venture capital firm founded in 1982 by David Brooks Zug. The firm is headquartered in Boston, Massachusetts with additional offices around the world. | Investment Managers | Private Equity Analyst | |
Citigroup Global Markets, Inc. (Broker)
![]() Citigroup Global Markets, Inc. (Broker) Investment Banks/BrokersFinance Citigroup Global Markets, Inc. (Broker) (CGMI-Broker) is the broker/dealer division of Citigroup Global Markets, Inc., an investment bank headquartered in New York City with additional offices across the US. The firm was founded in 2004 and is a subsidiary of Citigroup Financial Products, Inc., ultimately held by Citigroup, Inc. (NYSE: C). CGMI-Broker covers all market capitalizations of the major global indices and provides macro and quantitative analysis of global markets and sector trends. Their core focus of the group is to help investing clients make informed decisions by providing value-added, independent, insightful analysis. | Investment Banks/Brokers | Corporate Officer/Principal | |
Deutsche Bank Securities, Inc.
![]() Deutsche Bank Securities, Inc. Investment Banks/BrokersFinance Deutsche Bank Securities, Inc. (DBSI) is a SEC-registered broker/dealer headquartered in New York City. The firm was founded in 1971 and is a wholly-owned investment banking and brokerage arm of DB U.S. Financial Markets Holding Corp., ultimately held by Deutsche Bank AG (NYSE: DB, FRA: DBK) in Germany. DBSI provides securities brokerage and investment advisory services to domestic and international private clients and institutions. They are also a primary dealer in US government securities as designated by the Federal Reserve. | Investment Banks/Brokers | Analyst-Fixed Income | |
Goldman Sachs Asset Management LP
![]() Goldman Sachs Asset Management LP Investment ManagersFinance Goldman Sachs Asset Management LP (GSAMLP) is a SEC-registered investment advisor headquartered in New York City. The firm is a wholly owned subsidiary of GSAM Holdings LLC, and their ultimate parent is Goldman Sachs Group, Inc. (NYSE: GS). Founded in 1988, GSAMLP provides investment solutions to a range of individual and institutional investors worldwide. | Investment Managers | Analyst-Equity | |
DIGITALTOWN, INC. | Packaged Software | Corporate Officer/Principal | |
Librato, Inc.
![]() Librato, Inc. Packaged SoftwareTechnology Services Librato, Inc. provides solutions for monitoring and understanding the metrics. It offers metrics a monitoring as a service platform that allows user to store, visualize, and create alerts for various time series data. The company was founded by Michael A. Heffner, Fred van den Bosch, Srinidhi Varadarajan, Arun J. Bangalore, Daniel Stondin, Joseph F. Ruscio and Nikolas Wekwerth in 2002 and is headquartered in San Francisco, CA. | Packaged Software | Chief Tech/Sci/R&D Officer | |
University of Virginia | College/University | Undergraduate Degree Undergraduate Degree Graduate Degree | |
AIP LLC
![]() AIP LLC Investment ManagersFinance AIP LLC (American Industrial Partners) is a private equity firm founded in 1989. The firm is headquartered in New York City, New York. | Investment Managers | Private Equity Investor | |
BB&T Securities LLC (Broker)
![]() BB&T Securities LLC (Broker) Investment Banks/BrokersFinance BB&T Securities LLC, doing business as BB&T Capital Markets, is the broker/dealer subsidiary of BB&T Corp. (NYSE: BBT). The firm is headquartered in Richmond, Virginia. They offer a full array of investment, trading and execution services to middle-market companies. BB&T Capital Markets' sales and trading arm is comprised of 2 groups: Debt Securities Sales & Trading and Equity Sales & Trading. The Debt Securities Sales & Trading group focuses on: (1) Government and agency securities (2) corporate bonds (3) municipal bonds (4) asset-backed securities (5) mortgage-backed securities (6) preferred securities and (7) money market desk (short-term securities including BB&T funding). The Equity Sales & Trading group focuses on: (1) institutional block execution services (2) institutional distribution of proprietary research (3) providing proprietary access to industry leading conferences and management teams (4) serving as a NASDAQ market maker for over 250 securities (5) stock buybacks including 10b-18 and 10b5-1 trading plans and (6) 144 stock sales, individual 10b5-1 trading plans (buy and sell) and employee cashless stock option programs. BB&T Capital Markets provides research coverage of the communications, defense and government services, energy, financial services, furnishings and consumer durables, healthcare, industrial services, retail/consumer durables and transportation services sectors. | Investment Banks/Brokers | Analyst-Equity Corporate Officer/Principal | |
Barclays Capital, Inc.
![]() Barclays Capital, Inc. Investment Banks/BrokersFinance Barclays Capital, Inc. is a registered broker/dealer headquartered in New York City. The firm was founded in 1997 and is a subsidiary of Barclays Group US, Inc., ultimately owned by Barclays plc (LON: BARC) in Great Britain. Barclays Capital provides large corporate, government and institutional clients a full spectrum of prime brokerage services which includes equities and fixed income financing, OTC Clearing, Futures and Foreign Exchange Prime Brokerage and access to industry insights and analytics from their Strategic Consulting team. | Investment Banks/Brokers | Analyst-Equity Corporate Officer/Principal | |
University of Denver | College/University | Graduate Degree Masters Business Admin | |
Kenan-Flagler Business School | College/University | Masters Business Admin Masters Business Admin | |
LegalNet Works, Inc.
![]() LegalNet Works, Inc. Information Technology ServicesTechnology Services LegalNet Works, Inc. provides program management, risk management, and security governance. The firm covers the development of surveys and the collection and analysis of data on data management and security topics. It specializes in offering director and officer due diligence requirements for security and risk management services, security and privacy assessments in accordance with federal regulations, developments in operational risk management, and vendor management standards and guidelines for IT outsourcing. The company was founded by Lee M. Zeichner in May 1996 and is headquartered in Arlington, VA. | Information Technology Services | Corporate Officer/Principal Chief Tech/Sci/R&D Officer | |
Merrill Lynch, Pierce, Fenner & Smith, Inc.
![]() Merrill Lynch, Pierce, Fenner & Smith, Inc. Investment Banks/BrokersFinance Founded in 1958, Merrill Lynch Piece Fenner & Smith, Inc. is an SEC registered broker/dealer located in New York City. The firm is a subsidiary of BAC North America Holding Co. and their ultimate parent is Bank of America Corp. (NYSE BAC). | Investment Banks/Brokers | Analyst-Equity Analyst-Fixed Income | |
Pamplin College of Business | College/University | Undergraduate Degree Masters Business Admin | |
Virginia Commonwealth University | College/University | Masters Business Admin Masters Business Admin | |
Serva Group LLC
![]() Serva Group LLC Oilfield Services/EquipmentIndustrial Services Serva Group LLC manufactures, distributes and installs gas and oilfield equipment for the energy market. Its product range includes cementing, stimulation, coiled tubing, pumps, and controls. The firm serves to the fracturing, nitrogen, cementing, blending, and drilling and down-hole tubular industries. The company was founded by Pete Seitz on February 11, 2009 and is headquartered in Tulsa, OK. | Oilfield Services/Equipment | President | |
Heavybit, LLC
![]() Heavybit, LLC Investment ManagersFinance Heavybit LLC (Heavybit) is a venture capital firm founded in 2012 by James Lindenbaum and Thomas Drummond. The firm is headquartered in San Francisco, California. | Investment Managers | Private Equity Investor | |
Eldridge Industries LLC
![]() Eldridge Industries LLC Investment ManagersFinance Eldridge Industries LLC (Eldridge Industries) is a venture capital/private equity firm founded in 2015 by Duncan Bagshaw, Todd L. Boehly and Tony Minella. The firm is headquartered in Greenwich, Connecticut. | Investment Managers | Private Equity Analyst | |
SAI Engineering, Inc.
![]() SAI Engineering, Inc. Engineering & ConstructionIndustrial Services SAI Engineering, Inc. operates as a full-service mechanical, electrical and plumbing engineering firm which offers comprehensive engineering services in both the design and consulting areas. The firm specializes in the design of mechanical, electrical and plumbing systems. The company was founded by Daniel L. Zito, Maria Paslick and Maury R. Paslick in 1996 and is headquartered in Woodbridge, VA. | Engineering & Construction | President | |
US Pole Co., Inc.
![]() US Pole Co., Inc. Electrical ProductsProducer Manufacturing US Pole Co., Inc. manufactures architectural and outdoor lighting. The private company is based in Palmdale, CA and has subsidiaries in the United States. The company was founded in 1984 by Joe Straus. | Electrical Products | Chief Executive Officer | |
Auburn University | College/University | Masters Business Admin | |
The European Times | Corporate Officer/Principal | ||
Pacific Architects & Engineers, Inc.
![]() Pacific Architects & Engineers, Inc. Miscellaneous Commercial ServicesCommercial Services Pacific Architects & Engineers, Inc. provides integrated services to support missions. It offers defense support services specializing in aviation and ground vehicle maintenance at various levels, including aerospace ground equipment and precision measurement equipment, exercise/event planning, staging and life support. The company was founded by Edward A. Shay in 1955 and is headquartered in Arlington, VA. | Miscellaneous Commercial Services | Corporate Officer/Principal | |
European Times (Russia) | Corporate Officer/Principal | ||
Illinois Institute of Technology | College/University | Undergraduate Degree | |
CH2M Hill (United Arab Emirates) | Corporate Officer/Principal | ||
The European Times (Netherlands)
![]() The European Times (Netherlands) Miscellaneous Commercial ServicesCommercial Services The European Times (Netherlands) produces content with a European character for a pan-European audience. The private company is based in Amsterdam, Netherlands. | Miscellaneous Commercial Services | Corporate Officer/Principal | |
Northwestern University
![]() Northwestern University Other Consumer ServicesConsumer Services Northwestern University is a private institution founded in 1851 to serve the Northwest Territory, an area that now includes the states of Ohio, Indiana, Illinois, Michigan, Wisconsin and parts of Minnesota. Northwestern has three campuses | College/University | Masters Business Admin | |
Auburn University Raymond J. Harbert College of Business | College/University | Masters Business Admin | |
Iowa State University | College/University | Doctorate Degree | |
Citigroup Global Markets, Inc. (Investment Management)
![]() Citigroup Global Markets, Inc. (Investment Management) Investment ManagersFinance Citigroup Global Markets, Inc. (Investment Management) (CGMI-IM) is the investment management division of Citigroup Global Markets, Inc., a registered broker-dealer headquartered in New York City. The firm was founded in 1964 and is a subsidiary of Citigroup Financial Products, Inc., ultimately held by Citigroup, Inc. (NYSE: C). CGMI provides a variety of services designed to meet the varying investment advisory and related needs of individual and institutional clients. | Investment Managers | Corporate Officer/Principal | |
Georgetown University | College/University | Graduate Degree | |
EcoR1 Capital, LLC
![]() EcoR1 Capital, LLC Investment ManagersFinance EcoR1 Capital LLC (EcoR1) is an independent registered investment advisor and hedge fund manager headquartered in San Francisco, California. The firm was founded by Oleg Nodelman in 2012. EcoR1 serves as the general partner of and investment adviser to investment funds and provides investment advice to separate account clients. | Investment Managers | Analyst-Equity | |
Northern Illinois University | College/University | Undergraduate Degree | |
Incline Management Corp.
![]() Incline Management Corp. Investment ManagersFinance Incline Management Corp.(Incline Equity Partners) is a private equity firm founded by Jack Glover, Wali C. Bacdayan and Justin Bertram. The firm is headquartered in Pittsburgh, Pennsylvania. | Investment Managers | Private Equity Investor | |
Legal & General Investment Management America, Inc.
![]() Legal & General Investment Management America, Inc. Investment ManagersFinance Legal & General Investment Management America, Inc. (LGIM America) is a SEC-registered investment advisor headquartered in Chicago, Illinois. The firm was founded in 2006 and is a wholly-owned subsidiary of Legal & General Investment Management US (Holdings), Inc., ultimately held by Legal & General Group PLC (LON: LGEN) in Great Britain. LGIM America provides investment management services on a fully discretionary basis to institutional clients (corporations, healthcare agencies, non-profit, educational institutions, public plans and Taft-Hartley multi-employer plans). | Investment Managers | Market Strategist | |
Biotherapeutics, Inc.
![]() Biotherapeutics, Inc. BiotechnologyHealth Technology Biotherapeutics, Inc. operates as a pre-clinical stage company which develops small-molecule drugs to treat inflammation and type 2 diabetes. Its scientific foundation is anchored on informatics and computer modeling-enabled drug development with significant animal pharmacology validation. The company was founded by Josep Bassaganya-Riera in 2008 and is headquartered in Blacksburg, VA. | Biotechnology | Chief Tech/Sci/R&D Officer | |
Universidad Complutense de Madrid | College/University | Undergraduate Degree | |
Research Triangle Institute
![]() Research Triangle Institute Miscellaneous Commercial ServicesCommercial Services Research Triangle Institute is a non-profit organization which provides research and development services. It offers surveys and data collection, statistics and data science, assessment and analysis, program design and implementation, and research technologies and analytical laboratory. The company was founded in 1958 and is headquartered in Research Triangle Park, NC. | Miscellaneous Commercial Services | Corporate Officer/Principal | |
University of Michigan | College/University | Undergraduate Degree | |
University of Virginia Darden School of Business | College/University | Masters Business Admin | |
1607 Capital Partners LLC
![]() 1607 Capital Partners LLC Investment ManagersFinance 1607 Capital Partners LLC (1607 Capital) is a privately-held, SEC-registered investment advisor headquartered in Richmond, Virginia. The firm was founded in 2007 and is majority owned by Shannon Fake, Ashley Long, James Mallory, Kirk Tattersall and Rosemont Investment Group LLC. 1607 Capital offers investment advisory services to high-net-worth individuals and institutional clients through commingled private funds (Funds) and separately managed accounts. | Investment Managers | Analyst-Equity |
Statistics
International
United States | 44 |
Canada | 2 |
United Kingdom | 2 |
Russia | 2 |
United Arab Emirates | 2 |
Sectoral
Finance | 20 |
Consumer Services | 16 |
Commercial Services | 5 |
Industrial Services | 4 |
Technology Services | 4 |
Operational
Undergraduate Degree | 93 |
Corporate Officer/Principal | 85 |
Director/Board Member | 48 |
Analyst-Equity | 32 |
Private Equity Investor | 25 |
Most connected contacts
Insiders | |
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Richard T. Crowder | 17 |
Matt Pfeil | 17 |
Diaz Faisal Hendropriyono | 10 |
Richard Phillips | 10 |
Constantine Saab | 10 |
George C. Nolen | 10 |
Jeffrey R. Mettam | 9 |
Faris Oweis | 9 |
Matthew Dyer | 9 |
Charlie Petty | 8 |
Erik Gatenholm | 7 |
Ryan Gee | 7 |
Abby Just | 7 |
Kristi Nootens | 6 |
Benjamin Owens | 6 |
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