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Upcoming Local Event

Speaker

Kevin Schaffert joined Kennedy Lewis in 2024 and serves as a Managing Director, focusing on private wealth business development activities. Prior to joining Kennedy Lewis, Mr. Schaffert was a Vice President at iCapital, where he served as a senior member of the Private Wealth Solutions team, focusing on the firm’s largest National Account relationships. Prior to joining iCapital, Mr. Schaffert was with CION Investment Management, where he held a number of senior product management and business development roles, including raising capital across Private Wealth channels for CION’s alternative investment strategies.

 

Mr. Schaffert received a BBA with a concentration in marketing from Pace University in New York City.  Before attending Pace, Kevin grew up in Delaware County, Pennsylvania, and is a proud graduate of Garnet Valley High School. Go Jaguars!  Kevin currently lives in Hoboken, NJ, with his wife, Lynn, and two-year-old son, Kevin Jr.

About Kennedy Lewis

Kennedy Lewis Investment Management LLC (“Kennedy Lewis”) is a credit focused alternative asset manager founded in 2017 by David Kennedy Chene and Darren Lewis Richman. Kennedy Lewis seeks to deliver attractive risk-adjusted returns for clients by providing flexible senior secured capital solutions to middle market companies in the US and Western Europe through its opportunistic credit, homebuilder finance, core lending and broadly syndicated loan strategies. The firm is headquartered in New York and has additional offices in Miami and Geneva.

Past Local Events

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Annova Advisors

1000 N. West Street

Suite 1200

Wilmington, DE 19801

United States

A Fiduciary Investment Advisor
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Careers

安诺信托投资顾问为个人和机构投资者提供投资咨询和管理服务。 我们提供个性化的金融服务,包括财务规划、投资、退休、教育、遗产和保险规划。 我们根据选定的独立托管人的有限授权书为客户执行投资计划。 我们通过面对面/电话/视频会议、电子邮件或书面报告提供投资建议。 我们是仅接受客户方报酬 (不接受第三方佣金) 的独立注册信托投资顾问 (RIA)。

我们通过独立管理账户 (SMA)、年金、人寿保险计划等投资工具推荐和管理各种证券,如公共股票、公共债券、私募股权、私募信贷和对冲基金。有关更多信息,请参阅 我们在美国政府 SEC 网站上的 ADV 表格第 2A 部分小册子 https://adviserinfo.sec.gov

信托投资顾问代表可以作为保险公司的独立代理人帮助客户获取和管理人寿保险计划。 并非所有产品或服务都是安诺信托顾问投资服务的一部分。

此处信息仅供参考,不应作为做出投资决定的唯一依据。 投资涉及风险,包括本金的潜在损失。 在做出任何投资决定之前,请咨询您的投资顾问。

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