Spero-Smith Investment Advisers, Inc.
Address: 50 Public Square #2700, Cleveland, OH 44113 Hours: Closed ⋅ Opens 9AM Tue Monday9AM–5PMTuesday9AM–5PMWednesday9AM–5PMThursday9AM–5PMFriday9AM–5PMSaturdayClosedSundayClosedSuggest an edit Unable to add this file. Please check that it is a valid photo. Phone: (216) 464-6266: : Category: : : : Place name: : Website: Website: http://www.sperosmith.com/ Category: Financial Planner Suggest an editUnable to add this file. Please check that it is a valid photo. Unable to add this file. Please check that it is a valid photo. Questions & answers Ask a questionBe the first to ask a question Add a photoThanks for sharing!Your photo will be posted publicly on Google.Contribute MoreDoneUpload public photos of Spero Smith Investment Advisers, Inc. Posting publicly on the Web Write a review Reviews Be the first to review
Spero-Smith Investment Advisers, Inc. List of Employees There's an exhaustive list of past and present employees! Get comprehensive information on the number of employees at Spero-Smith Investment Advisers, Inc.. You can filter them based on skills, years of employment, job, education, department, and prior employment.
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Spero-Smith Investment Advisers, Inc. Employees
Strategic Wealth Partners June 2014 - Present
Klopp Investment Management May 2013 - August 2013
Spero-Smith Investment Advisers, Inc. May 2011 - August 2011
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, Customer Service, Research, Social Media, Public Speaking, Windows, Time Management, Morningstar Office
Education
Purdue University 2010 — 2014
Bachelor of Science (B.S.), Financial Counseling and Planning
Spero-Smith Investment Advisers, Inc. September 2002 - Present
Skills
Certified Financial..., FPA, Compliance
Education
Bowling Green State University 1998 — 2002
Bachelor of Science (BS), Accounting
Tri-County Adult Career Center 2004 — 2007
Certified Financial Planner, Financial Planning and Services
Laurel Tree Advisors August 2013 - Present
Inverness Investment Group August 2009 - July 2013
Spero-Smith Investment Advisers, Inc. August 2000 - July 2009
RAV Financial Services December 1994 - November 1998
Skills
Financial Planning, Cash Flow Management, Asset Allocation, Investment Strategies, Estate Tax Planning, Income Tax Planning, Empowering Women, Financial Literacy, Group Presentations, Portfolio Management, Asset Management, Estate Planning, Retirement Planning, Strategic Financial..., Investment Management, Income Tax, Cash Flow, Retirement, Financial Advisory, Financial Planners, Wealth Management, Finance
Education
John Carroll University 1987 — 1988
BA, History, English
Georgetown University 1984 — 1987
American Studies, American Studies
St. Andrew's School 1980 — 1984
Liberal Arts and Sciences/Liberal Studies
Spero-Smith Investment Advisers, Inc. March 2014 - Present
Spero-Smith Investment Advisers, Inc. September 2010 - Present
Skills
Financial Analysis, Investments, Retirement Plans, Financial Markets, Institutional invesors, Portfolio Management, Strategic Financial...
Education
Chartered Financial Analyst 2008 — 2011
Investment management
Case Western Reserve University - Weatherhead School of Management 2005 — 2007
MBA, Banking and Finance
College for Financial Planning 2003 — 2003
Financial Planning
Tufts University 2000 — 2003
BA, Economics and History
University School
High School
JumpStart Inc. May 2014 - Present
Freedonia Group October 2011 - May 2014
Spero-Smith Investment Advisers, Inc. June 2010 - September 2010
Skills
Strategy, Research, Valuation, Market Research
Education
Dartmouth College 2007 — 2011
B.A., Economics modified with Environmental Studies, Classical Archaeology
Tuck School of Business at Dartmouth 2011 — 2011
Business Bridge Program
City of Macedonia, Ohio May 2013 - Present
Spero-Smith Investment Advisers, Inc. January 2014 - April 2014
City of Columbus March 2012 - April 2013
City of Jacksonville, NC March 2011 - March 2012
Skills
Customer Service, Outdoor Recreation, Policy, Public Administration, Emergency Management, Public Policy, Economic Development, Government, Community Outreach, Budgets, Local Government, Community Development, Military, Swim Instruction, Staff Supervision, Lifeguarding, Inventory Management, Fitness Center, Group Exercise..., First Aid
Education
University of North Carolina at Wilmington 2006 — 2010
Bachelor of Arts (BA), Recreation Management; Public and Non Profit & Commercial Tourism
TBEI, Inc. 2008 - Present
Kirtland Capital Partners 2008 - Present
Spero-Smith Investment Advisers, Inc. January 2005 - 2012
Matco Tools, Hennessy and Bada Industries 1996 - 2011
Matco Tools / Hennessy / Bada - Danaher 1996 - 2011
Delta Consolidated Industries 2001 - 2004
Youth Opportunities Unlimited January 1999 - December 2002
GE Plastics 1980 - 1984
Education
Mercer University 1966 — 1971
BA, Economics
Spero-Smith Investment Advisers, Inc. July 2014 - Present
Northern Trust October 2011 - June 2014
Harris Bank January 2010 - August 2011
Belmont Bank & Trust June 2008 - December 2009
National City Bank June 2004 - June 2008
Skills
Portfolio Management, Investments, Financial Services, Client Relationship..., Business Development, CRM, Series 65, Banking, Leadership, Sales Management, Credit, Sales Process, Loans, Sales, Training, Change Management, Operational Excellence, Finance, Management, Marketing, Underwriting, Small Business Lending, Coaching, Program Management, Commercial Banking, Commercial Lending, Community Development, Financial Analysis, Small Business, Retail Banking, Customer Acquisition, Client Acquisition, Sales Coach, Training &..., Community Relations
Education
North Central College 2008 — 2010
Master's of Business Administration, Management
Miami University 2000 — 2004
Bachelors, Richard T. Farmer School of Business, Finance and Decision Sciences
Midpark High School 1996 — 2000
High School Diploma, College Prep
Spero-Smith Investment Advisers, Inc. January 2013 - Present
Spero-Smith Investment Advisers, Inc. September 2009 - December 2012
Spero-Smith Investment Advisers, Inc. November 2006 - August 2009
Spero-Smith Investment Advisers, Inc. June 2004 - November 2006
Education
John Carroll University 2009 — 2011
MBA
Ohio University 2000 — 2004
Finance & MIS
Spero-Smith Investment Advisers, Inc. June 1997 - Present
Education
John Carroll University 1993 — 1997
BA, Economics
John Carroll University 1993 — 1997
Economics
Gates-Chili
Radiantly You September 2015 - Present
St. Archangel Michael Serbian Orthodox Church February 2014 - Present
Akron Municipal Employees Credit Union July 2014 - May 2015
City of Akron Finance Department January 2013 - May 2015
Akron Municipal Employees Credit Union July 2013 - July 2014
Saint Archangel Michael Serbian Orthodox Church February 2013 - February 2014
Spero-Smith Investment Advisers, Inc. October 2007 - June 2012
PSE Credit Union 2002 - 2007
Skills
Mutual Funds, Asset Allocation, Portfolio Management, Investment Strategies, Investments, Financial Analysis, Wealth Management, Investment Advisory, Finance, Equities, Retirement Planning, Asset Management, Asset Managment, Banking, Strategic Financial..., Financial Markets, ETFs
Education
Baldwin-Wallace College 2003 — 2007
Bachelor of Arts, Economics & Finance
Capital Group October 2006 - Present
Lake Erie College 2011 - 2013
Spero-Smith Investment Advisers, Inc. May 1994 - October 2006
Skills
Series 6, Series 63, Certified Financial..., Mutual Funds, Separately Managed..., Wealth Management, Asset Allocation, Investments, Series 65, Equities, Portfolio Management, Uniform Combined State..., Investment Advisory, ETFs
Education
Lake Erie College 1991 — 1995
Bachelor of Business Administration (B.B.A.), Business Administration and Management, General
Lake Erie College 1991 — 1995
Bachelor's degree, Business Administration and Management, General
University School May 2015 - Present
John Carroll University May 2014 - Present
Notre Dame-Cathedral Latin High School March 2013 - April 2015
John Carroll University October 2010 - May 2014
Spero-Smith Investment Advisers, Inc. January 2013 - November 2013
Benedictine High School August 2011 - March 2013
Skills
PowerPoint, Public Speaking, Microsoft Office, Social Media, Coaching, Research, Higher Education, Fundraising, Event Planning, Microsoft Word, Curriculum Design, Human Resources, Sports, Microsoft Excel, Teamwork, Facebook, Data Analysis, Critical Thinking, Public Relations, Editing, Marketing, Social Networking, Time Management, Nonprofits, Teaching, SPSS, Customer Service, Access, Leadership Development, Leadership, Community Outreach, Spanish, Management, Outlook, Financial Analysis, Market Research, Volunteer Management, Statistics, Economics, Analysis
Education
John Carroll University 2010 — 2014
Bachelor of Science in Business Administration, Finance
Elyria Catholic High School 2006 — 2010
BSBA, Finance
Elyria Catholic High School
Spero-Smith Investment Advisers, Inc. February 2013 - Present
i-9 Sports Franchise, Summit County April 2008 - Present
Medina County Park District June 2005 - February 2013
Cuyahoga Valley National Park Association August 2005 - June 2006
Skills
Environmental Education, Biology, Sustainability, Wildlife, Wildlife Biology, Birds, Ecology, Natural History, Organization, Receptionist Duties, Accounts Receivable, Calendar Planning, Meeting Scheduling, Babysitting, Dogs, House Sitting
Education
Ohio Wesleyan University 2001 — 2005
Bachelor of Art and Science, Zoology
Walsh Jesuit High School 1997 — 2001
High School Diploma
Spero-Smith Investment Advisers, Inc. September 2005 - Present
Riverside Investment Advisor Group, Inc. October 1994 - September 2005
American Income Plus, Inc. February 1988 - October 1994
Skills
Investments, Retirement Planning, Asset Allocation, Strategic Financial..., Asset Management, Portfolio Management, Certified Financial..., Estate Planning, Retirement, Investment Strategies, Investment Advisory, Investment Management, Mutual Funds, Wealth Management
Education
Baldwin-Wallace College 1985 — 1987
Master of Business Administration
Miami University 1971 — 1975
BA, Sociology
TLM Consulting January 2004 - Present
Spero-Smith Investment Advisers, Inc. August 2004 - Present
Skills
Marketing, Asset Allocation, Investments, Finance, Asset Management, Portfolio Management, Retirement Planning, Wealth Management, Equities, Business Development, Strategic Financial..., Investment Advisory, Investment Strategies, Financial Markets, Financial Analysis
Education
Texas Christian University
Bachelor of Business Administration (B.B.A.), Finance and Marketing
Stanford University
Graduate School of Credit and Financial Management
Emory University
Advanced Management Program
Spero-Smith Investment Advisers, Inc. August 2015 - Present
Spero-Smith Investment Advisers, Inc. March 2007 - July 2015
Ursuline College and Case Western Reserve University October 2012 - June 2014
TIAA-CREF September 2001 - January 2007
Skills
Investments, Management Consulting, Change Management, Asset Allocation, Executive Coaching, Asset Management, Investment Strategies, Business Strategy, Strategy, Mutual Funds, Financial Analysis, Management, Mergers & Acquisitions, Financial Modeling, Wealth Management, Portfolio Management, Entrepreneurship, Retirement Planning, Leadership Development, Start-ups
Education
Case Western Reserve University 2006 — 2012
Doctor of Philosophy (Ph.D.), Management
University of Michigan
MBA, Finance and Investments
Paju Wadong Elementary School April 2015 - Present
Miami University Alumni Association - Cleveland Chapter January 2013 - March 2015
Spero-Smith Investment Advisers, Inc. July 2012 - March 2015
John Carroll University January 2011 - August 2012
Cleveland Leadership Center July 2011 - June 2012
PNC April 2011 - June 2012
PNC Bank February 2010 - April 2011
Peace Corps 2007 - 2008
Skills
Financial Analysis, Portfolio Management, Banking
Education
John Carroll University 2010 — 2012
MBA, Finance, Management
Miami University 2003 — 2007
Bachelor's, Finance
Cleveland Benedictine High School
Lincoln-West High School
Lincoln-West High School
Spero-Smith Investment Advisers, Inc. OwnerZup Enterprises, LLCFebruary 2010 - Present
Zup Enterprises, LLC February 2010 - Present
Education
Baldwin Wallace University 1985 — 1990
Bachelor of Business Administration (B.B.A.)
Brush High School May 2015 - Present
AIM Performance Training November 2012 - Present
Scrambler Marie's Breakfast Bistro January 2011 - Present
Mentor High School May 2014 - May 2015
Mentor Memorial Middle School July 2012 - May 2014
Spero-Smith Investment Advisers, Inc. May 2011 - June 2011
Skills
German, Spanish
Education
University of Cincinnati College of Business 2011 — 2012
Bachelor of Arts (BA), Economics
Lakeland Community College