Brian Schaeffer is the Managing Director of InvestX, a trading platform that delivers access and liquidity to the growth equity asset class and empowers the sell-side to invest and trade in institutional quality private equity. In the pursuit of evolving the private markets, Mr. Schaeffer is responsible for the business development initiatives to increase the firm’s visibility among the institutional broker-dealer community. He brings over two decades of proven experience in the capital markets, having led three companies to successful exits.
Beginning his career as a trading clerk in the New York Stock Exchange, Brian rose to Head Specialist and then CEO of Van Der Moolen Capital Markets, one of the largest listed global trading and technology companies, which he sold to Lehman Brothers in 2007. Brian’s entrepreneurial spirit, market expertise and innovative instinct led him to launch Clearpool Group in 2014, an algorithmic trading platform that empowers market participants to achieve better quality executions in an evolving equity market microstructure and competitive landscape. As Founder and President of Clearpool, he ran all aspects of the company’s revenue growth, business development and helped to architect the firm’s acquisition by The Bank of Montreal in 2020.
Brian was also an exclusive analyst with CNBC and appeared on Fast Money, Closing Bell, and High Net Worth.
In addition to his trailblazing passion for the financial industry, Brian is a lover of life and cherishes spending time with his friends and family, fishing and cooking up the day's catch.