Gordon Kevin Spellman

Kevin Spellman, aka “Coach” as he loves coaching investments, 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 is Senior Advisor for Institutional Shareholder Services and has consulted in the areas of asset pricing, behavioral finance, investment strategy, and quantitative investments. He has worked at buy-side public (pension funds at State Teachers Retirement System of Ohio) and private (mutual funds at Members Capital Advisors) and on the sell-side (Institutional Shareholder Services and International Strategy & Investment Group) of Wall Street.

Spellman is the director of the Investment Management Certificate Program at the University of Wisconsin-Milwaukee and a periodic Adjunct Professor at IE Business School. He has taught finance and investments at several reputable universities, and managed investment programs at University of Wisconsin-Milwaukee, University of Wisconsin-Madison, and The Ohio State University.

He is a CFA Charterholder and has a PhD in behavioral finance (Durham University, MS in Finance (University of Wisconsin-Madison), and BS in Finance (University of Wisconsin-La Crosse).

Corporate Experience

• Portfolio Manager, Members Capital Advisors, 2004 - 2006

• Director of Research, Portfolio Manager, & Analyst, State Teachers Retirement System of Ohio, 1994 - 2004

• Financial Analyst Intern, Capital Valuation Group, 1993 - 1994

• Consulting:

- Senior Advisor, Institutional Shareholder Services, 2019 - Present

- Other research and consulting including for Nicholas Company, Heartland Advisors, Accenture Finance Academy, EVA Dimensions, Pzena Asset Management, Holt-Smith Advisors, Governance Metrics, International Strategy & Investment Group, and Alliant Energy

Academic Experience

• David O. Nicholas Director of Investment Management, Professor of Practice, Director- Investment Management Certificate Program, University of Wisconsin-Milwaukee, 2009 - Present

• Adjunct Professor, IE Business School, 2009 - Present

• Director-Applied Security Analysis Program, Senior Lecturer, University of Wisconsin-Madison, 2006 - 2009

• Adjunct Professor, Student Investment Program. The Ohio State University, 2000 - 2004

• Won a teaching award every period or year eligible since 2009