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Spencer Shelman, CFA

Spencer shelman, cfa

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location of Spencer Shelman, CFASpokane, Washington, United States
Phone number of Spencer Shelman, CFAView Mobile No.
Followers of Spencer Shelman, CFA413 followers

  • Timeline

  • About me

    Portfolio Manager at Palouse Capital

  • Education

    • Washington state university

      2002 - 2006
      B.a. business administration: finance, economics

      Activities and Societies: WSU Football Team

  • Experience

    • Icm asset management

      Jul 2006 - Sept 2011
      Research analyst

    • Asset planning & management, inc.

      Aug 2011 - Oct 2013
      Portfolio manager

    • Signia capital management

      Nov 2013 - May 2015
      Trade administrator / research analyst

    • Palouse capital

      Jun 2015 - now
      Portfolio manager

  • Licenses & Certifications

    • Chartered financial analyst (cfa)

      Cfa institute

  • Volunteer Experience

    • Finance Advisory Board Member

      Issued by Washington State University Carson College of Business, National Board of Advisors on Aug 2016
      Washington State University Carson College of Business, National Board of AdvisorsAssociated with Spencer Shelman, CFA

    • Member, Foundation Board of Trustees

      Issued by Spokane Guilds' School & Neuromuscular Center on Jan 2018
      Spokane Guilds' School & Neuromuscular CenterAssociated with Spencer Shelman, CFA

    • Board of Directors - Past President

      Issued by CFA Society of Spokane on Jul 2012
      CFA Society of SpokaneAssociated with Spencer Shelman, CFA

    • Host Coordinator - CFA Investment Research Challenge (Spokane Society)

      Issued by CFA Institute on Jul 2012
      CFA InstituteAssociated with Spencer Shelman, CFA

    • Industry Mentor - CFA Investment Research Challenge

      Issued by CFA Institute on Sept 2010
      CFA InstituteAssociated with Spencer Shelman, CFA

    • Volunteer Coach - Varsity Football

      Issued by Shadle Park High School on Sept 2013
      Shadle Park High SchoolAssociated with Spencer Shelman, CFA