Travis D. Schaftenaar

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56 year

Finance

Consumer Services

Profile

Travis D.
Schaftenaar worked as a Research Assistant at Lincoln Equity Management LLC.
Then worked as a Senior Investment Analyst at UBS Asset Management (Americas) LLC.
Later worked as Managing Director & Senior Investment Analyst at Manulife Investment Management (US) LLC from 2013 to 2025.
Education includes an undergraduate degree from Michigan State University in 1992 and an MBA from The University of Chicago Booth School of Business in 2000.

Former positions of Travis D. Schaftenaar

Companies	Position	End
Manulife Investment Management (US) LLC Manulife Investment Management (US) LLC Investment ManagersFinance Manulife IM-US utilizes a broad range of equity, fixed income, currency and asset allocation approaches. They manage differentiated investment processes and place an emphasis on proprietary fundamental research but may also employ quantitative analysis. The firm’s equity investment research combines quantitative and qualitative bottom-up fundamental analysis. Their fixed income management teams engage in intensive fundamental research and analysis, both top-down and bottom-up, to assess potential investment opportunities.	Analyst-Equity	2025-11-04
UBS Asset Management (Americas) LLC UBS Asset Management (Americas) LLC Investment ManagersFinance UBS AM offers Equities, Fixed Income, Indexing, and Investment Solutions businesses. The firm provides active investment strategies to their clients and principally employs fundamental analysis in managing client accounts by attempting to identify discrepancies between current market prices and their estimate of fundamental value.	Analyst-Equity	-
Lincoln Equity Management LLC Lincoln Equity Management LLC Investment Banks/BrokersFinance LEM is a large-cap growth manager. They use bottom-up analysis and benchmark against the Russell 1000 Growth index.	Analyst-Equity	-

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Private companies	5
UBS Asset Management (Americas) LLC UBS Asset Management (Americas) LLC Investment ManagersFinance UBS AM offers Equities, Fixed Income, Indexing, and Investment Solutions businesses. The firm provides active investment strategies to their clients and principally employs fundamental analysis in managing client accounts by attempting to identify discrepancies between current market prices and their estimate of fundamental value.	Finance
Lincoln Equity Management LLC Lincoln Equity Management LLC Investment Banks/BrokersFinance LEM is a large-cap growth manager. They use bottom-up analysis and benchmark against the Russell 1000 Growth index.	Finance
Manulife Investment Management (US) LLC Manulife Investment Management (US) LLC Investment ManagersFinance Manulife IM-US utilizes a broad range of equity, fixed income, currency and asset allocation approaches. They manage differentiated investment processes and place an emphasis on proprietary fundamental research but may also employ quantitative analysis. The firm’s equity investment research combines quantitative and qualitative bottom-up fundamental analysis. Their fixed income management teams engage in intensive fundamental research and analysis, both top-down and bottom-up, to assess potential investment opportunities.	Finance
Michigan State University Michigan State University Other Consumer ServicesConsumer Services Functions as a College/University	Consumer Services
The University of Chicago Booth School of Business The University of Chicago Booth School of Business Other Consumer ServicesConsumer Services Functions as a College/University	Consumer Services