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Spencer Jones
Analyst-Equity bei
Atwood & Palmer, Inc.
Profil
Mr. Spencer A. Jones, CFA, is a Partner at Atwood & Palmer, Inc. and an Advisor at Think Big Ventures.
He is on the Board of Directors at The Children's Mercy Hospital.
He joined the firm in 2004 and responsible for portfolio management, investment research and client service.
He has over 30 years of investment experience.
Mr. Jones was previously employed as a Principal by UBS Financial Services, Inc.
He earned a Bachelor of Business Administration from Southern Methodist University, and also earned his Chartered Financial Analyst designation.
Aktive Positionen von Spencer Jones
| Unternehmen | Position | Beginn |
|---|---|---|
Atwood & Palmer, Inc.
 Atwood & Palmer, Inc. Investment ManagersFinance Atwood & Palmer creates an individualized Investment Policy Statement (IPS) based on client goals, objectives, risk tolerances, liquidity needs and suitability. The IPS dictates how they will customize and manage each client's investment portfolio. Client portfolios consist primarily of stocks, exchanged traded funds or fixed income securities. | Analyst-Equity | 01.01.2004 |
Think Big Ventures
 Think Big Ventures Investment ManagersFinance Think Big Ventures invests in companies located in the United States. The firm targets companies operating in the field of web services, applications, software and related sectors. It provides financing for seed and early stage capital requirements. | Corporate Officer/Principal | - |
Ehemalige bekannte Positionen von Spencer Jones
| Unternehmen | Position | Ende |
|---|---|---|
UBS Financial Services, Inc.
 UBS Financial Services, Inc. Investment ManagersFinance UBS Financial Services' asset allocations are based on a proprietary methodology. In developing those allocations, the firm considers asset class risk and return results that are based on estimated forward-looking return and risk assumptions, as measured by standard deviation, which are based on UBS proprietary research. The development process includes a review of a variety of factors, including the return, risk, correlations and historical performance of various asset classes, inflation and risk premium. | Corporate Officer/Principal | - |
The Children's Mercy Hospital
 The Children's Mercy Hospital Hospital/Nursing ManagementHealth Services Provides pediatric health care services | Direktor/Vorstandsmitglied | - |
Ausbildung von Spencer Jones
Erfahrungen
Besetzte Positionen
Aktive
Inaktive
Börsennotierte Unternehmen
Private Unternehmen
Beziehungen
82
Beziehungen ersten Grades
5
Unternehmen ersten Grades
Herr
Frau
Aufsichtsräte
Führungskräfte
Unternehmensverbindungen
| Private Unternehmen | 5 |
|---|---|
UBS Financial Services, Inc.
UBS Financial Services, Inc. Investment ManagersFinance UBS Financial Services' asset allocations are based on a proprietary methodology. In developing those allocations, the firm considers asset class risk and return results that are based on estimated forward-looking return and risk assumptions, as measured by standard deviation, which are based on UBS proprietary research. The development process includes a review of a variety of factors, including the return, risk, correlations and historical performance of various asset classes, inflation and risk premium. | Finance |
Atwood & Palmer, Inc.
Atwood & Palmer, Inc. Investment ManagersFinance Atwood & Palmer creates an individualized Investment Policy Statement (IPS) based on client goals, objectives, risk tolerances, liquidity needs and suitability. The IPS dictates how they will customize and manage each client's investment portfolio. Client portfolios consist primarily of stocks, exchanged traded funds or fixed income securities. | Finance |
Southern Methodist University
 Southern Methodist University Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
The Children's Mercy Hospital
The Children's Mercy Hospital Hospital/Nursing ManagementHealth Services Provides pediatric health care services | Health Services |
Think Big Ventures
Think Big Ventures Investment ManagersFinance Think Big Ventures invests in companies located in the United States. The firm targets companies operating in the field of web services, applications, software and related sectors. It provides financing for seed and early stage capital requirements. | Finance |
