Spero-Smith Investment Advisers, Inc.

Description

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

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Spero-Smith Investment Advisers, Inc. Employees

Employee
Years
Job
Industry
Matthew Brigeman Matthew Brigeman Chagrin Falls, Ohio Details
Matthew Brigeman's Spero-Smith Investment Advisers, Inc. Experience May 2011 - August 2011
Job Wealth Plan Specialist at Strategic Wealth Partners
Industry Financial Services
Experience
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

Kara Downing, CFP® Kara Downing, CFP® Cleveland/Akron, Ohio Area Details
Kara Downing, CFP®'s Spero-Smith Investment Advisers, Inc. Experience September 2002 - Present
Job Portfolio Manager at SperoSmith Investment Advisers, Inc.
Industry Investment Management
Experience
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

Molly Balunek Molly Balunek Cleveland/Akron, Ohio Area Details
Molly Balunek's Spero-Smith Investment Advisers, Inc. Experience August 2000 - July 2009
Job Founder/President of Laurel Tree Advisors
Industry Financial Services
Experience
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

Jeff Malbasa Jeff Malbasa Cleveland/Akron, Ohio Area Details
Jeff Malbasa's Spero-Smith Investment Advisers, Inc. Experience March 2014 - Present
Job President & Chief Operating Officer at SperoSmith Investment Advisers, Inc.
Industry Investment Management
Experience
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

Matthew Raskind Matthew Raskind Cleveland, Ohio Details
Matthew Raskind's Spero-Smith Investment Advisers, Inc. Experience June 2010 - September 2010
Job Market Analyst at JumpStart Inc.
Industry Venture Capital & Private Equity
Experience
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

Eve Noel Ahrens Eve Noel Ahrens Cleveland/Akron, Ohio Area Details
Eve Noel Ahrens's Spero-Smith Investment Advisers, Inc. Experience January 2014 - April 2014
Job Administrative Assistant at SperoSmith Investment Advisers, Inc.
Industry Health, Wellness and Fitness
Experience
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

Tom Willis Tom Willis Cleveland/Akron, Ohio Area Details
Tom Willis's Spero-Smith Investment Advisers, Inc. Experience January 2005 - 2012
Job Chairman Matco Tools, Hennessy and Bada Industries
Industry Automotive
Experience
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

David Rubis David Rubis Cleveland/Akron, Ohio Area Details
David Rubis's Spero-Smith Investment Advisers, Inc. Experience July 2014 - Present
Job Portfolio Manager at SperoSmith Investment Advisers, Inc.
Industry Financial Services
Experience
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

Erica Aber Erica Aber Cleveland/Akron, Ohio Area Details
Erica Aber's Spero-Smith Investment Advisers, Inc. Experience January 2013 - Present
Job Vice President & Portfolio Manager at SperoSmith Investment Advisers, Inc.
Industry Investment Management
Experience
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

Matthew Olver Matthew Olver Cleveland/Akron, Ohio Area Details
Matthew Olver's Spero-Smith Investment Advisers, Inc. Experience June 1997 - Present
Job Portfolio Manager & Financial Planner at SperoSmith Investment Advisers, Inc.
Industry Investment Management
Experience
Spero-Smith Investment Advisers, Inc.   June 1997 - Present

Education
John Carroll University   1993 — 1997
BA, Economics

John Carroll University   1993 — 1997
Economics

Gates-Chili

Snezana Jurosevic Snezana Jurosevic Cleveland/Akron, Ohio Area Details
Snezana Jurosevic's Spero-Smith Investment Advisers, Inc. Experience October 2007 - June 2012
Job Independent Wellness Guide at Radiantly You
Industry Financial Services
Experience
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

Jason Weybrecht Jason Weybrecht Cleveland, Ohio Details
Jason Weybrecht's Spero-Smith Investment Advisers, Inc. Experience May 1994 - October 2006
Job Relationship Manager at Capital Group
Industry Investment Management
Experience
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

Spencer Roule Spencer Roule Cleveland/Akron, Ohio Area Details
Spencer Roule's Spero-Smith Investment Advisers, Inc. Experience January 2013 - November 2013
Job Men's Basketball Graduate Assistant Coach at John Carroll University
Industry Financial Services
Experience
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

Meredith Krajewski Meredith Krajewski Medina, Ohio Details
Meredith Krajewski's Spero-Smith Investment Advisers, Inc. Experience February 2013 - Present
Job Executive Assistant at SperoSmith Investment Advisers, Inc.
Industry Investment Management
Experience
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

Debra Boerger, CFP® Debra Boerger, CFP® Cleveland/Akron, Ohio Area Details
Debra Boerger, CFP®'s Spero-Smith Investment Advisers, Inc. Experience September 2005 - Present
Job Portfolio Manager at SperoSmith Investment Advisers, Inc.
Industry Investment Management
Experience
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

Tom Meacham Tom Meacham Greater Pittsburgh Area Details
Tom Meacham's Spero-Smith Investment Advisers, Inc. Experience August 2004 - Present
Job Advisory Board Member and Consultant at SperoSmith Investment Advisers, Inc.
Industry Financial Services
Experience
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

Mimi Lord Mimi Lord Cleveland/Akron, Ohio Area Details
Mimi Lord's Spero-Smith Investment Advisers, Inc. Experience August 2015 - Present
Job SVP, Director of Economic and Market Analysis at SperoSmith Investment Advisers, Inc.
Industry Investment Management
Experience
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

William Cosgrove William Cosgrove Cleveland/Akron, Ohio Area Details
William Cosgrove's Spero-Smith Investment Advisers, Inc. Experience July 2012 - March 2015
Job Native English Teacher at Paju Wadong Elementary School, South Korea
Industry Investment Management
Experience
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

Debbie Zupkovich Debbie Zupkovich Cleveland/Akron, Ohio Area Details
Debbie Zupkovich's Spero-Smith Investment Advisers, Inc. Experience OwnerZup Enterprises, LLCFebruary 2010 - Present
Job Administrative Assistant University Hospitals Connor Integrative Health Network
Industry E-Learning
Experience
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.)

Brayton Silders Brayton Silders Willoughby, Ohio Details
Brayton Silders's Spero-Smith Investment Advisers, Inc. Experience May 2011 - June 2011
Job Freshman Football Offensive Coordinator at Brush High School
Industry Restaurants
Experience
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