Paul D. Schaeffer
Chairman at Tamalpais Wealth Advisors
Profile
Mr. Paul D.
Schaeffer is Chairman at Epic Wealth Management and Chairman at Tamalpais Wealth Advisors.
He is on the Board of Directors at Tamalpais Bancorp.
Mr. Schaeffer was previously employed as Chief Financial Officer by Act III Communications, Inc., Chief Operating Officer by Federated MDTA LLC, Executive Vice President by Capital Resource Advisors, a Managing Director-IMS by SEI Investments Management Corp., Managing Partner by Investment Counseling, Inc., President & Chief Operating Officer by Act III Publishing, and Vice President by Embassy Television.
He also served on the board at Forward Management LLC and Tamalpais Bank.
He received his undergraduate degree from George Washington University.
Paul D. Schaeffer active positions
| Companies | Position | Start |
|---|---|---|
Tamalpais Wealth Advisors
 Tamalpais Wealth Advisors Investment ManagersFinance Part of Truist Financial Corp., Tamalpais Wealth Advisors is a company that provides wealth and investment management services. The company is based in San Rafael, CA. Tamalpais Wealth Advisors was acquired by CSI Capital Management, Inc. from Tamalpais Bancorp on February 16, 2010. | Chairman | 2011-02-20 |
Former positions of Paul D. Schaeffer
| Companies | Position | End |
|---|---|---|
| Tamalpais Bank | Director/Board Member | 2011-05-08 |
Forward Management LLC
 Forward Management LLC Investment ManagersFinance Founded in 1998 by Alan Reid, Forward Management LLC is a registered investment advisor located in San Francisco, California. The firm is a subsidiary of Salient Partners LP. | Corporate Officer/Principal | - |
SEI Investments Management Corp.
 SEI Investments Management Corp. Investment ManagersFinance SEI Investments Management Corp. (SIMC) is a SEC-registered investment advisor headquartered in Oaks, Pennsylvania. The firm was founded in 1968 by Alfred West, Jr. They are a subsidiary of SEI SIMC Holdings LLC, ultimately owned by SEI Investments Co. (NASDAQ: SEIC). SIMC serves as investment advisor to various types of investors and a number of pooled investment vehicles, such as mutual funds, hedge funds, private equity funds, collective investment trusts and offshore investment funds. Additionally, the firm serves as the sponsor of, and advisor to, managed accounts. | Corporate Officer/Principal | - |
| Embassy Television | Corporate Officer/Principal | - |
Act III Communications, Inc.
 Act III Communications, Inc. Movies/EntertainmentConsumer Services Part of Cineworld Group Plc, Act III Communications, Inc. operates motion picture theaters. The company is based in Portland, OR. | Director of Finance/CFO | - |
Training of Paul D. Schaeffer
| George Washington University | Undergraduate Degree |
Experiences
Positions held
Connections
1st degree connections
1st degree companies
Male
Female
Members of the board
Executives
Linked companies
| Private companies | 11 |
|---|---|
Tamalpais Bancorp
 Tamalpais Bancorp Regional BanksFinance Tamalpais Bancorp operates as a holding company for Tamalpais Bank. It offers banking services. The company was founded on December 20, 1988 and is headquartered in San Rafael, CA. | Finance |
| Tamalpais Bank | Finance |
| Investment Counseling, Inc. | |
| Capital Resource Advisors | Finance |
Federated MDTA LLC
 Federated MDTA LLC Investment ManagersFinance Federated MDTA LLC (dba MDT Advisers) is a SEC-registered investment advisor headquartered in Boston, Massachusetts. The firm was founded in 1997 as HBSS Newco LLC. They are a subsidiary of Federated MDTA Trust, ultimately held by Federated Hermes, Inc. (NYSE: FHI) (formerly Federated Investors, Inc.). MDT Advisers provides investment advisory services to individual and institutional investors. | Finance |
| Act III Publishing | |
Act III Communications, Inc.
Act III Communications, Inc. Movies/EntertainmentConsumer Services Part of Cineworld Group Plc, Act III Communications, Inc. operates motion picture theaters. The company is based in Portland, OR. | Consumer Services |
| Embassy Television | |
SEI Investments Management Corp.
SEI Investments Management Corp. Investment ManagersFinance SEI Investments Management Corp. (SIMC) is a SEC-registered investment advisor headquartered in Oaks, Pennsylvania. The firm was founded in 1968 by Alfred West, Jr. They are a subsidiary of SEI SIMC Holdings LLC, ultimately owned by SEI Investments Co. (NASDAQ: SEIC). SIMC serves as investment advisor to various types of investors and a number of pooled investment vehicles, such as mutual funds, hedge funds, private equity funds, collective investment trusts and offshore investment funds. Additionally, the firm serves as the sponsor of, and advisor to, managed accounts. | Finance |
Tamalpais Wealth Advisors
Tamalpais Wealth Advisors Investment ManagersFinance Part of Truist Financial Corp., Tamalpais Wealth Advisors is a company that provides wealth and investment management services. The company is based in San Rafael, CA. Tamalpais Wealth Advisors was acquired by CSI Capital Management, Inc. from Tamalpais Bancorp on February 16, 2010. | Finance |
Forward Management LLC
Forward Management LLC Investment ManagersFinance Founded in 1998 by Alan Reid, Forward Management LLC is a registered investment advisor located in San Francisco, California. The firm is a subsidiary of Salient Partners LP. | Finance |
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