William Spellman, Cima Email and Phone Number
William Spellman, Cima work email
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William Spellman, Cima personal email
William Spellman, Cima phone numbers
I'm an investment professional with over 20 years of manager research (fundamental, quantitative, and alternative), product management, and presentation experience. I have the ability to identify and articulate alpha sources and critical issues regarding investment managers. I have extensive experience working with large pools of assets and sophisticated fiduciaries. Additional areas of expertise include: software skills (FactSet, MPI Stylus, Morningstar), problem solving, critical thinking, team management & talent development, and strategic planning.
Bleakley Financial Group
View- Website:
- bleakley.com
- Employees:
- 102
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Investment Research And Planning AnalystBleakley Financial GroupNew York, Ny, Us
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Investment Research & Planning AnalystBleakley Financial Group Aug 2020 - PresentFairfield, NjI work closely with wealth advisors to create fully integrated wealth management proposals for their clients. I perform a wide-range of financial planning duties, including security research, portfolio design, retirement, tax and educational modeling, trading and risk management for the advisors. Securities offered through LPL Financial, Member FINRA/SIPC. For hyperlinks to FINRA and SIPC, please refer to the ‘Contact Info’ section above. Investment advice offered through Bleakley Financial Group, LLC, a registered investment adviser and separate entity from LPL Financial. The financial professionals associated with LPL Financial may discuss and/or transact business only with residents of the states in which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state.Third-party posts found on this profile do not reflect the views of LPL Financial and have not been reviewed by LPL Financial as to accuracy or completeness.
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Lpl Administrative AssociateLpl Financial Aug 2020 - Present
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Vice President, Investment ConsultingPrudential Financial 2016 - Sep 2019Newark, Nj• Responsible for the due diligence of Prudential affiliated equity managers (including alternative strategies), whose combined AUM exceeds $200 billion. • Formally present to the Prudential Retail Mutual Fund Board of Directors (on a quarterly basis) research opinions related to the affiliated asset managers/strategies. • Write market commentary and mutual fund attribution reports on a quarterly and ad hoc basis, which are distributed to external clients, product managers, and reviewed during Board meetings. • Investment committee member. Responsible for the search/selection of U.S. equity strategies for Prudential’s annuity, retirement, and separately managed account (SMA) platforms.• Provide research opinions (based on comprehensive competitive analysis) to senior management on the design, product positioning, and marketing of new affiliated mutual fund products for distribution/gate keeper review. • Worked with product management and external clients to develop and maintain a comprehensive menu of offerings across the investment spectrum. -
Director/Vice President, Investment ConsultingPrudential Financial 2003 - 2016• Led a team of five research analysts who were responsible for the SMA and wrap fee mutual fund programs, which totaled over $20 billion under advisement. Responsible for work flow and team development, investment manager performance, industry analysis, and educating new distribution channels within the SMA platform. • Worked with product management and external clients to develop and maintain a comprehensive menu of offerings across the investment spectrum.• Conducted due diligence on equity and fixed income strategies. • Investment Committee member, responsible for the selection/termination of strategies in the SMA program.• Created presentation and papers for (and presented to) senior management and external clients. Topics included: Investment Manager Due Diligence, The Quantitative Aspects of Manager Performance, and Understanding Manager Sub-styles.
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Senior Research AnalystPrudential Financial 2000 - 2003• Conducted research and due diligence on approximately 20 investment strategies (equity and fixed income) for multiple investment programs.• Enhanced and implemented an audit-based due diligence process that focuses on the qualitative and quantitative aspects of manager research. Areas of the process include organizational structure, portfolio selection and implementation, compliance/operations, and performance. This audit-based process continues to be utilized.• Managed three U.S. equity research analysts.• Created and delivered presentations to external clients on topics such as manager due diligence and risk-adjusted performance.
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Research AnalystPainewebber 1996 - 2000Weehawken, Nj / New York• Responsible for the due diligence of several domestic investment managers within the department’s separately managed account program. -
Research Associate - InsurancePainewebber 1993 - 1996• Coordinated and prepared monthly budgets for 10 regional sales consultants and the National Sales Manager. • Provided variance reports and trend/promotional analysis to senior management on budget versus actual sales. • Provided insurance and annuity product information, performance, and sales ideas to PaineWebber's field force.
William Spellman, Cima Skills
William Spellman, Cima Education Details
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Finance -
Cum Laude
Frequently Asked Questions about William Spellman, Cima
What company does William Spellman, Cima work for?
William Spellman, Cima works for Bleakley Financial Group
What is William Spellman, Cima's role at the current company?
William Spellman, Cima's current role is Investment Research and Planning Analyst.
What is William Spellman, Cima's email address?
William Spellman, Cima's email address is wi****@****ial.com
What is William Spellman, Cima's direct phone number?
William Spellman, Cima's direct phone number is (800) 778*****
What schools did William Spellman, Cima attend?
William Spellman, Cima attended Fairleigh Dickinson University, Hofstra University.
What skills is William Spellman, Cima known for?
William Spellman, Cima has skills like Investments, Mutual Funds, Asset Management, Investment Strategies, Due Diligence, Equities, Asset Allocation, Fixed Income, Portfolio Management, Alternative Investments, Capital Markets, Investment Management.
Who are William Spellman, Cima's colleagues?
William Spellman, Cima's colleagues are Skyler Schlesinger, Dante Petullo, John C. Soltis, Cfp®, Aif®, Mike Klein, Cfp®, Michael Core, Karnic Boudoughian, Richard Scillieri.
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