William Spellman
Investment Research & Planning Analyst at Bleakley Financial Group
Based in New York, United States
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Seniority
Staff
Department
Finance & Accounting
Location
New York
Industry
Financial Services
Company size
132
Contact information
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w•••••••@bleakley.com
Phone
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Background
About William Spellman
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.
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