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Andrew Schaffernoth

Andrew Schaffernoth

Client Portfolio Manager at Alta Capital Management Llc/

Richmond, VA , United States

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

OrganizationRoleDate RangeDetails
Alta Capital ManagementClient Portfolio ManagerJan 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, LLCManaging PrincipalJul 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 CapitalSales ExecutiveOct 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 BankRegional Sales Manager and DirectorOct 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

Asset Management
Customer Service
Leadership
Business Development

Others at Alta Capital Management Llc/ (8)

NameRoleLocation
Carter Allen
Carter Allen
Associate Portfolio ManagerSalt Lake City, UT , United States
Casey Nelsen
Casey Nelsen
Principal; Portfolio ManagerSalt Lake City, UT , United States
M
Melanie Peche
PrincipalSalt Lake City, UT , United States
M
Michael T
Managing Partner and CIOSalt Lake City, UT , United States
T
Tyler Partridge
Portfolio Manager, PrincipalSalt Lake City, UT , United States
Daniel Lasky
Daniel Lasky
Junior Research AnalystSalt Lake City, UT , United States
N
Nate Rhees
PrincipalSalt Lake City, UT , United States
Nirvon Mahdavi
Nirvon Mahdavi
Equity Research AnalystSalt Lake City, UT , United States