Travis D. Schaftenaar
Analyst-Equity chez Manulife Investment Management (US) LLC
Profil
Mr. Travis D.
Schaftenaar, CFA MBA, is a Managing Director & Senior Investment Analyst at Manulife Investment Management (US) LLC.
e provides both portfolio management and investment analysis on the Small Cap Core and Value equity strategies, and also covers Healthcare industry.
He joined the firm on March 2013.
Mr. Schaftenaar was Executive Director and Senior Investment Analyst for the US Small Cap equity team at UBS in Chicago from 2007 to 2013 covering healthcare and consumer staples and for the UBS US Large Cap team from 2004 to 2007 covering healthcare.
Prior UBS, he was an Investment Analyst at Lincoln Capital Management from 2000 to 2004 covering retail and consumer staples.
Prior to his Business School studies, he was a Corporate Auditor, CPA at BDO Seidman in Grand Rapids, Michigan.
He received his B.A.
Accounting Major from Michigan State University in 1992 and an MBA from The University of Chicago Booth School of Business in 2000.
He is also a CPA.
Postes actifs de Travis D. Schaftenaar
| Sociétés | Poste | Début |
|---|---|---|
Manulife Investment Management (US) LLC
 Manulife Investment Management (US) LLC Investment ManagersFinance Manulife Investment Management (US) LLC (Manulife IM-US) is a SEC-registered investment advisor headquartered in Boston, Massachusetts. The firm was founded in 1968 and is a subsidiary of John Hancock Subsidiaries LLC, ultimately held by Manulife Financial Corp. (NYSE, TSE: MFC), a Canadian-based financial services firm. Manulife IM-US manages assets for a variety of institutional and other types of clients, such as public and private pension funds, foundations, mandatory provident funds outside the US, financial institutions, investment trusts, separately managed account clients, and high net-worth individuals. The firm also manages registered funds, which includes UCITS, US and Canadian open- and closed-end mutual funds and privately-offered unregistered investment funds. | Analyst-Equity | 01/03/2013 |
Anciens postes connus de Travis D. Schaftenaar
| Sociétés | Poste | Fin |
|---|---|---|
UBS Asset Management (Americas), Inc.
 UBS Asset Management (Americas), Inc. Investment ManagersFinance UBS Asset Management (Americas) LLC (UBS AM) is a SEC-registered investment advisor headquartered in New York City. The firm was founded in 2000 as UBS Global Asset Management (Americas), Inc. They are a wholly owned subsidiary of UBS Americas, Inc., ultimately owned by UBS Group AG (SIX: UBSG; NYSE: UBS) in Switzerland. UBS AM provides investment products and services to corporate and public pension plans, financial institutions and advisors, central banks, charities, foundations and individual investors around the world. | Analyst-Equity | - |
Lincoln Equity Management LLC
 Lincoln Equity Management LLC Investment Banks/BrokersFinance Chicago-based Lincoln Equity Management LLC (LEM) is an independent privately owned institutional equity manager. The firm split from Lincoln Fixed Income Management Company in February 2003. | Analyst-Equity | - |
Formation de Travis D. Schaftenaar
| Michigan State University | Undergraduate Degree |
| The University of Chicago Booth School of Business | Masters Business Admin |
Expériences
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Entreprise privées
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Entreprises liées au 1er degré
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Sociétés liées
| Entreprise privées | 3 |
|---|---|
Lincoln Equity Management LLC
Lincoln Equity Management LLC Investment Banks/BrokersFinance Chicago-based Lincoln Equity Management LLC (LEM) is an independent privately owned institutional equity manager. The firm split from Lincoln Fixed Income Management Company in February 2003. | Finance |
UBS Asset Management (Americas), Inc.
UBS Asset Management (Americas), Inc. Investment ManagersFinance UBS Asset Management (Americas) LLC (UBS AM) is a SEC-registered investment advisor headquartered in New York City. The firm was founded in 2000 as UBS Global Asset Management (Americas), Inc. They are a wholly owned subsidiary of UBS Americas, Inc., ultimately owned by UBS Group AG (SIX: UBSG; NYSE: UBS) in Switzerland. UBS AM provides investment products and services to corporate and public pension plans, financial institutions and advisors, central banks, charities, foundations and individual investors around the world. | Finance |
Manulife Investment Management (US) LLC
Manulife Investment Management (US) LLC Investment ManagersFinance Manulife Investment Management (US) LLC (Manulife IM-US) is a SEC-registered investment advisor headquartered in Boston, Massachusetts. The firm was founded in 1968 and is a subsidiary of John Hancock Subsidiaries LLC, ultimately held by Manulife Financial Corp. (NYSE, TSE: MFC), a Canadian-based financial services firm. Manulife IM-US manages assets for a variety of institutional and other types of clients, such as public and private pension funds, foundations, mandatory provident funds outside the US, financial institutions, investment trusts, separately managed account clients, and high net-worth individuals. The firm also manages registered funds, which includes UCITS, US and Canadian open- and closed-end mutual funds and privately-offered unregistered investment funds. | Finance |