Dan Shaffer
Chief Executive Officer at Shaffer Asset Management, Inc.
Profile
Mr. Daniel S.
Shaffer, CPA, is President & Chief Executive Officer at Shaffer Asset Management, Inc. He founded the firm in 1998.
Mr. Shaffer started his career as a floor trader for his own account on the New York Futures Exchange.
From 1983 through 1989, he had been with such firms as Bear Stearns, Coopers & Lybrand (now known as PricewaterhouseCoopers) and Hambrecht & Quist (now owned by JPMorganChase).
In 1989, he became an independent financial planner and money manager.
He has been in the securities industry since 1983.
In 2000, deciding to focus only on money management, he developed money management strategies of which he managed client and his own money utilizing stocks, futures and foreign exchange for individuals, major institutions and for his former hedge fund.
He received his Masters of Science Degree in Accounting from New York University.
He also received his Bachelor of Science Degree in Speech Communications from Syracuse University.
He earned the designation of Certified Public Accountant and he obtained the Chartered Financial Consultant designation in October of 1992 from the American College.
Dan Shaffer active positions
Companies | Position | Start |
---|---|---|
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 |
Former positions of Dan Shaffer
Companies | Position | End |
---|---|---|
JPMORGAN CHASE & CO. | Corporate Officer/Principal | 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 | - |
Pricewaterhousecoopers LLC | Corporate Officer/Principal | 1989-12-30 |
Training of Dan Shaffer
Syracuse University | Undergraduate Degree |
New York University | Graduate Degree |
Experiences
Positions held
Connections
1st degree connections
1st degree companies
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Female
Members of the board
Executives
Linked companies
Listed companies | 1 |
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JPMORGAN CHASE & CO. | Finance |
Private companies | 3 |
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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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