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Keith Schafer is a Former Owner and CFO / Right at Home of Greater Jacksonville & St. Augustine | Commercial Real Estate Manager and Investor at Crystal Sands Management. He possess expertise in alternative investments, investments, asset management, portfolio management, wealth management and 13 more skills.
Crystal Sands Management
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Real Estate ManagerCrystal Sands Management Aug 2011 - Present
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Home Care LeaderBni Referral Exchange Of Ne Florida Jul 2019 - Dec 2022Ponte Vedra, Florida, United StatesServed terms as President, Secretary/Treasurer and Visitor Host. Voted the BNI Referral Exchange Chapter Member of the Year: 2021-22. Voted the BNI Referral Exchange Giver's Gain Award: 2020-2021. -
Owner & Chief Financial OfficerRight At Home Jan 2017 - Dec 2022Jacksonville, Florida AreaCFO and co-leader of award-winning home care office in Northeast Florida; led Marketing, Client-Satisfaction, Strategic Financial Planning and Cash Flow Management functions from startup to sale. Became Certified Nurse's Assistant (CNA). Achieved 114% average annualized growth, cultivated 120+ revenue-generating referral relationships, received 145+ glowing online reviews, employed 700+ professionals and served families in need with nearly a quarter of a million hours of care. -
Chief Investment OfficerJoslin Capital Advisors Jul 2009 - Aug 2011I led Joslin Capital's Investment Policy Committee, served as a Client Manager, and guided the firm's portfolio design, risk management and investment research (traditional and non-traditional) efforts.A Word about Joslin Capital Advisors:Joslin Capital is a Bellevue, Washington-based wealth management firm, offering Investment Management and Financial Planning services. Joslin Capital serves affluent families, foundations, retirement plans and non-profit organizations throughout the United States.
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Managing DirectorCornerstone Advisors, Inc. Jan 2004 - Feb 2009Research Analyst and Portfolio Manager at Cornerstone Advisors -- providing investment advice and solutions to firm clients and internal staff.Responsibilities included: strategic portfolio design, traditional and non–traditional global equity and fixed income portfolio management, and manager research. I was also a member of Cornerstone's Investment Policy Committee.
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Vice PresidentThe Bank Of New York Nov 1998 - Dec 2003Senior Portfolio Manager at BNY Asset Management -- serving high net-worth clients, foundations and non-profit institutions. Responsibilities included: equity and fixed income security research, discretionary portfolio management -- guided by client objectives -- and new business development. -
Investment OfficerChase Global Asset Management Jun 1997 - Nov 1998Investment Officer at Chase Global Asset Management, the high-net worth investment management division of Chase Manhattan, serving high net-worth clients, foundations and non-profit institutions.Responsibilities included: equity & fixed Income security research, discretionary portfolio management and investment support to complex, high-profile relationships.
Keith Schafer Skills
Keith Schafer Education Details
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Finance -
Political Science
Frequently Asked Questions about Keith Schafer
What company does Keith Schafer work for?
Keith Schafer works for Crystal Sands Management
What is Keith Schafer's role at the current company?
Keith Schafer's current role is Former Owner and CFO / Right at Home of Greater Jacksonville & St. Augustine | Commercial Real Estate Manager and Investor.
What is Keith Schafer's email address?
Keith Schafer's email address is ks****@****ome.net
What is Keith Schafer's direct phone number?
Keith Schafer's direct phone number is (480) 632*****
What schools did Keith Schafer attend?
Keith Schafer attended Nyu Stern School Of Business, Colgate University.
What are some of Keith Schafer's interests?
Keith Schafer has interest in Traditional And Alternative Investments, Portfolio Management, Ice Hockey, Spending Time With My Family.
What skills is Keith Schafer known for?
Keith Schafer has skills like Alternative Investments, Investments, Asset Management, Portfolio Management, Wealth Management, Strategic Planning, Equities, Hedge Funds, Investment Management, Risk Management, Senior Services, Financial Advisory.
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