Andrew Schaffernoth
Client Portfolio Manager at Alta Capital Management Llc/
About
Andrew Schaffernoth is a Client Portfolio Manager and minority owner at Alta Capital Management LLC, based in Richmond, Virginia. In this role, he acts as an external representative and resource for Alta’s investment team, articulating the firm's quality growth investment philosophy and strategies to clients, prospects, and consultants while ensuring client perspectives are reflected internally. His focus areas center on U.S. and global equity strategies, including Large Cap, All Cap, SMID, Quality Dividend Growth, and Fundamental Global Equity portfolios, with a particular emphasis on fundamental bottom-up research and high-quality growth stocks across diverse sectors such as technology, healthcare, and financials.
Mr. Schaffernoth began his financial services career in 1987 at First Union National Bank, later holding principal roles at Chesapeake Advisory Group, LLC, and senior sales positions at Strong Capital Management. He joined Alta Capital in 2006 and brings over three decades of industry experience in institutional client service, trust management, and portfolio strategy, recognized for his expertise in advising both institutional and private clients.
He holds a Bachelor of Business Administration degree in Trust and Investment Management from Campbell University and the Accredited Trust Financial Advisor (ATFA) designation. In addition to his professional responsibilities, Mr. Schaffernoth is active in numerous professional organizations and has contributed to advancing investment education, including supporting student investment initiatives at his alma mater.
Career History
| Organization | Role | Date Range | Details |
|---|---|---|---|
| Alta Capital Management | Client Portfolio Manager | Jan 2003 to Present | Alta is an independent investment firm dedicated to investing in high quality growth companies on behalf of our clients. The client base includes institutional (pension plans, foundations/endowments,... |
| Chesapeake Advisory Group, LLC | Managing Principal | Jul 2002 to Jan 2009 | Founded firm designed to help small independent investment firms increase their assets under management. Also provided portfolio and performance analytics. |
| Strong Capital | Sales Executive | Oct 2000 to Jun 2002 | As Regional Sales Director for the Retirement Plan Services Division, held responsibility for sales of defined contribution and defined benefit products, e.g., 401(k), profit sharing, money purchase p... |
| First Union National Bank | Regional Sales Manager and Director | Oct 1987 to Oct 2000 | Held numerous positions within the instutional trust group from client service to new business development. Served in management positions responsible for sales teams and division. |
Education
Campbell University
BS, Trust and Investment Management
1983 — 1987
Skills & Expertise
Others at Alta Capital Management Llc/ (8)
| Name | Role | Location |
|---|---|---|
| Associate Portfolio Manager | Salt Lake City, UT , United States | |
| Principal; Portfolio Manager | Salt Lake City, UT , United States | |
M Melanie Peche | Principal | Salt Lake City, UT , United States |
M Michael T | Managing Partner and CIO | Salt Lake City, UT , United States |
T Tyler Partridge | Portfolio Manager, Principal | Salt Lake City, UT , United States |
| Junior Research Analyst | Salt Lake City, UT , United States | |
N Nate Rhees | Principal | Salt Lake City, UT , United States |
| Equity Research Analyst | Salt Lake City, UT , United States |