Gordon Kevin Spellman | IE Finances

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Faculty

Spellman began his professional investment career in 1993 and began teaching at the university level in 2000. Spellman’s investment experience crosses all asset classes, types of analyses (top-down, bottom-up, fundamental, and quantitative), and investment philosophies (value, growth, large, and small stocks, and long-term and short-term approaches). He has worked at buy-side public and private firms and on the sell-side of Wall Street. Spellman is the director of the Investment Management Certificate Program at the University of Wisconsin-Milwaukee and consults in the field of behavioral finance, quantitative investments, and investment strategy. He has taught finance and investments at a number of reputable universities, and managed investment programs at UW-Milwaukee, UW-Madison, and The Ohio State University.

 

Corporate Experience

  • 2004-2006. Portfolio Manager. Members Capital Advisors.
  • 1994-2004. Director of Research, Portfolio Manager, Analyst. State Teachers Retirement System of Ohio.
  • 1993-1994. Financial Analyst.Capital Valuation Group.

 

Academic Experience

  • 2009 to present. Director, Investment Management Certificate Program. University of Wisconsin-Milwaukee.
  • 2006-2009. Director/Senior Lecturer, Investment Program University of Wisconsin-Madison.
  • 2000-2004. Adjunct Professor, Student Investment Program. The Ohio State University.

 

Academic Background

  • Durham University (Durham, UK). PhD in Accounting and Finance (Field of Study: Behavioral Finance)
  • University of Wisconsin-Madison. MS. in Finance
  • University of Wisconsin-LaCrosse. BS. in Finance.
  • CFA Institute. Chartered Financial Analyst (CFA)

 

Consulting and Research

  • Heartland Advisors (research on international dividend investing)
  • Accenture (various courses in behavioral finance, forensic accounting, and business acumen)
  • EVA Dimensions LLC. (fundamental and quantitative investment research)
  • Pzena Asset Management (quantitative investment research)
  • Pacific Economic Group (senior advisor)
  • Navigant Consulting (cost of capital expert)
  • International Strategy and Investment Group (quantitative investments)
  • Foley & Lardner (expert witness for investments)
  • Alliant Energy (ROE)
  • Governance Metrics (research on corporate governance and investment returns)
  • Holt-Smith Advisors (research on systematic risk exposures of portfolios)
  • Miller Tabak (behavioral finance sell-side research).