William Spence, CFA®

Manager, Research

Will is Manager of Investment Research for Shepherd Kaplan. As a member of the Investment Research group, he is primarily engaged in research, underwriting, and monitoring of managers and strategies suitable for the firm’s corporate and private clients. These investments range from liquid options such as ETFs and mutual funds to less liquid structures such as hedge funds and close-end funds, and they span across asset classes. Because of the breadth of coverage, the Investment Research group utilizes a generalist coverage model. Will is also a member of the Capital Markets Group which is responsible for providing recommendations surrounding asset allocation and portfolio construction. Additionally he supports the Investment Committee with research and data for each meeting. Prior to joining Shepherd Kaplan, Will worked at ARGI Financial Group where he was similarly responsible for asset allocation and portfolio construction of the firm’s high-net-worth client base. Will graduated from the Gatton College of Business at the University of Kentucky with a degree in Finance and Business Management. He is a CFA charterholder and a member of the Boston CFA Society.

Contact: wspence@sk-llc.com