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Dan Shaffer
Chief Executive Officer at Shaffer Asset Management, Inc.
Dan Shaffer active positions
Companies | Position | Start | End |
---|---|---|---|
Shaffer Asset Management, Inc.
![]() Shaffer Asset Management, Inc. Investment ManagersFinance Shaffer Asset Management, Inc. is an independent, SEC-registered investment advisor and wealth management firm headquartered in Greenwich, Connecticut. The firm was founded by Daniel S. Shaffer in 1998. Shaffer Asset Management provides portfolio management services to individual and institutional clients. | Chief Executive Officer | 1997-12-31 | - |
Founder | 1997-12-31 | - | |
Portfolio Manager-Equities | 1997-12-31 | - | |
President | 1997-12-31 | - |
Career history of Dan Shaffer
Former positions of Dan Shaffer
Companies | Position | Start | End |
---|---|---|---|
JPMORGAN CHASE & CO. | Corporate Officer/Principal | 1989-12-30 | 1989-12-30 |
Berthel Fisher & Co. Financial Services, Inc.
![]() Berthel Fisher & Co. Financial Services, Inc. Investment Banks/BrokersFinance Founded in 1985, Berthel Fisher & Co. Financial Services, Inc. is a registered broker/dealer headquartered in Cedar Rapids, Iowa. The firm provides a full range of securities and brokerage services to their clients. They do not provide any internal research. Berthel Fisher is the broker subsidiary of Berthel Fisher & Co. | Corporate Officer/Principal | 2000-04-30 | - |
Pricewaterhousecoopers LLC | Corporate Officer/Principal | 1989-12-30 | 1989-12-30 |
Training of Dan Shaffer
Syracuse University | Undergraduate Degree |
New York University | Graduate Degree |
Statistics
International
United States | 7 |
Operational
Corporate Officer/Principal | 3 |
Chief Executive Officer | 1 |
Founder | 1 |
Sectoral
Finance | 4 |
Consumer Services | 3 |
Positions held
Active
Inactive
Listed companies
Private companies
Linked companies
Listed companies | 1 |
---|---|
JPMORGAN CHASE & CO. | Finance |
Private companies | 3 |
---|---|
Berthel Fisher & Co. Financial Services, Inc.
![]() Berthel Fisher & Co. Financial Services, Inc. Investment Banks/BrokersFinance Founded in 1985, Berthel Fisher & Co. Financial Services, Inc. is a registered broker/dealer headquartered in Cedar Rapids, Iowa. The firm provides a full range of securities and brokerage services to their clients. They do not provide any internal research. Berthel Fisher is the broker subsidiary of Berthel Fisher & Co. | Finance |
Shaffer Asset Management, Inc.
![]() Shaffer Asset Management, Inc. Investment ManagersFinance Shaffer Asset Management, Inc. is an independent, SEC-registered investment advisor and wealth management firm headquartered in Greenwich, Connecticut. The firm was founded by Daniel S. Shaffer in 1998. Shaffer Asset Management provides portfolio management services to individual and institutional clients. | Finance |
Pricewaterhousecoopers LLC |
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