Financial Analyst
Robert Shaffer.
I provide a profoundly unique wealth management experience and intelligent financial solutions for investors
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A Little Background
I am Robert Shaffer, an investment manager with
Wealthelite
with over 18 years of proficiency in the financial market.
Self-directed and driven financial investment manager with
comprehensive accomplishments in leading investment portfolio
design, asset allocation, market analysis, alpha ROI and client
relationship teams to ensure success and achieve goals.
Known for innovative thinking with strong sell-side, individual,
institutional, banking, brokerage and consulting acumen.
Demonstrated success developing and seamlessly executing
entrepreneurial business development strategies within complex
organizational structures.
Recognized for maximizing performance by implementing
appropriate risk management and analyzing details to gain an
understanding of market/assets trends.
Expertise includes developing and managing multi-million-dollar
portfolios and advising C-level executives, high-net worth
individuals and families.
Your financial success is a journey
+1 (425) 242-6182
/ OVERVIEW
Studied General Finance at Stanford University, California, United States Of America.
/ EXPERTISE
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Investments
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Portfolio Management
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Asset Allocations
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Wealth Management
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Investment Strategies
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Asset Management
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Financial Structuring
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Risk Management
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Trading
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Capital Markets
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Quantitative Analytics
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Brokerage
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Hedge Funds
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Financial Planning
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Account Management Equities
18 years Experience in the field of financial ecosystem working with national, intenational clients and corporations.
These are some of my accomplishments
- Achieved an annual asset growth of 420%
- Maximize investment performance while mitigating risk by designing custom portfolios.
- Managed ultra-high net worth and complex individuals and family office relationships and account.
/ EXPERIENCE
/ EDUCATION
-
2013 - Present
Chief Investment manager, Client Adviser
Wealth Elite
-
2007-2013
Portfolio manager, Asset Management
Andrew Garrett Inc
-
2005-2007
Corporate Financial Analyst
Andrew Garrett Inc
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2004-2005
Principal, Quantitative Analyst
Brokerage America, LLC
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2003-2004
Financial Planner
Thomas Group Capital
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University of Chicago
Master of Business Administration - MBA
Finance and Financial Management Services
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Stanford University
Bachelor of Science- BS
Finance, General
/ Skills
-
Financial Structuring
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Risk management
-
Asset allocation
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Asset management
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Investments
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Wealth management services
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Financial analysis
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Strategic planning
/ Licences & Certifications
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Chartered Financial Analyst (CFA Institute)
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Chartered Investment Managaement Analyst (CIMA)
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Investment Management Consultant (IMCA)
