Stephen Spence, CFA, CAIA – Alternative Investing & Risk Analysis


Stephen Spence
Mr. Spence joined the firm in 2006.  Mr. Spence spent 16 years with Merrill Lynch, where he served as a director in the Management Science Group.  This group supported strategic decision-making in complex business situations through the use of quantitative modeling and analysis.

Mr. Spence received an MS in operations research from Case Western Reserve University, an MBA from Rutgers University and a BS in mathematics from Bucknell University.