Jim Spencer
Membro del Comitato di Investimento presso Copeland Capital Management LLC
Profilo
Mr. James C.
Spencer is a Performance & Risk Analytics Manager at Copeland Capital Management LLC.
He is a member of the investment policy committee.
He is responsible for performance reporting and risk monitoring, as well as a number of compliance functions.
Mr. Spencer was previously employed as a Portfolio Manager by CoreStates Investment Adivisers, an Institutional Trust Officer by Meridian Asset Management LLC and a Director of Fixed Income by Rorer Asset Management LLC.
He received his undergraduate degree from Washington College and an MBA from St. Joseph's University.
Posizioni attive di Jim Spencer
| Società | Posizione | Inizio |
|---|---|---|
Copeland Capital Management LLC
 Copeland Capital Management LLC Investment ManagersFinance Copeland Capital Management LLC (Copeland) is an independent registered investment advisor headquartered in Conshohocken, Pennsylvania. The firm was founded by Eric Brown in 2005. Copeland provides investment management services to individuals, investment companies, pension and profit-sharing plans, trusts, estates, charitable organizations, state and municipal government entities, corporations and business entities, and pooled investment vehicles. | Membro del Comitato di Investimento | 01/08/2009 |
Precedenti posizioni note di Jim Spencer
| Società | Posizione | Fine |
|---|---|---|
Rorer Asset Management LLC
 Rorer Asset Management LLC Investment ManagersFinance Founded by Edward C. Rorer in 1978, Rorer Asset Management LLC is a registered investment advisor firm located in Conshohocken, Pennsylvania. Rorer's client base consists of individuals, trusts, estates, corporations, pension and profit sharing plans, charitable institutions and Taft Hartley funds. The firm participates in various broker sponsored managed account programs. On January 6, 1999 Rorer became an affiliate of Affiliated Managers Group, Inc., an asset management holding company whose stock is listed on the New York Stock Exchange under the symbol AMG. | Portfolio Manager-Fixed Income | 31/07/2009 |
Meridian Asset Management LLC
 Meridian Asset Management LLC Investment ManagersFinance Founded in 1997, Meridian Asset Management LLC is a registered investment advisor located in Cottonwood Heights, Utah. | Corporate Officer/Principal | - |
Formazione di Jim Spencer
| St. Joseph's University | Masters Business Admin |
| Washington College | Undergraduate Degree |
Esperienze
Posizioni ricoperte
Attive
Inattive
Società quotate in Borsa
Aziende private
Relazioni
Relazioni di 1° grado
Aziende connesse in 1º grado
Uomo
Donna
Amministratori
Dirigenti
Società collegate
| Aziende private | 3 |
|---|---|
Rorer Asset Management LLC
Rorer Asset Management LLC Investment ManagersFinance Founded by Edward C. Rorer in 1978, Rorer Asset Management LLC is a registered investment advisor firm located in Conshohocken, Pennsylvania. Rorer's client base consists of individuals, trusts, estates, corporations, pension and profit sharing plans, charitable institutions and Taft Hartley funds. The firm participates in various broker sponsored managed account programs. On January 6, 1999 Rorer became an affiliate of Affiliated Managers Group, Inc., an asset management holding company whose stock is listed on the New York Stock Exchange under the symbol AMG. | Finance |
Meridian Asset Management LLC
Meridian Asset Management LLC Investment ManagersFinance Founded in 1997, Meridian Asset Management LLC is a registered investment advisor located in Cottonwood Heights, Utah. | Finance |
Copeland Capital Management LLC
Copeland Capital Management LLC Investment ManagersFinance Copeland Capital Management LLC (Copeland) is an independent registered investment advisor headquartered in Conshohocken, Pennsylvania. The firm was founded by Eric Brown in 2005. Copeland provides investment management services to individuals, investment companies, pension and profit-sharing plans, trusts, estates, charitable organizations, state and municipal government entities, corporations and business entities, and pooled investment vehicles. | Finance |
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