Waypoint West

Haley Schaffer is a financial advisor at Waypoint West with seven years of industry experience. She holds Series 63 and Series 65 licenses and previously worked at ICONIQ Capital and BlackRock. She also consults part-time for GLG. Waypoint West advises pooled investment vehicles and high-net-worth clients, providing portfolio management and financial planning while managing a private pooled fund. The firm employs a range of analytical methods and investment strategies, including both long- and short-term trading across diverse asset classes.

Brooks Schaffer is a CFA® charterholder and holds a Series 66 license, with four years of industry experience. He currently serves as an advisor at Waypoint West, LLC, where he has worked since 2025. Prior to this, he was employed at Alkeon Capital Management for five years and at BlackRock for four years. He completed his education at the University of Michigan. Waypoint West advises pooled investment vehicles and high-net-worth clients, providing portfolio management and financial planning services while acting as manager and adviser to a private pooled fund. The firm employs a range of analytical methods and investment strategies across various asset classes and typically seeks discretionary authority with quarterly account reviews.