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Steven D. Spencer
Profile
Prior to joining Santa Barbara Asset Management in 2005, Mr. Spencer was a research analyst for Ocean Fund Advisors, LLC, a Santa Monica-based hedge fund, where his responsibilities included both public and private equity investments.
Immediately following business school, Mr. Spencer served as a Management Consultant with KPMG Peat Marwick.
Mr. Spencer earned a BA in Political Science from Amherst College and a MS in Management from the MIT Sloan School of Management.
Former positions of Steven D. Spencer
Companies | Position | End |
---|---|---|
Ocean Fund Advisors LLC
![]() Ocean Fund Advisors LLC Investment ManagersFinance Founded in 1999, Ocean Fund Advisors LLC is a hedge fund manager located in Santa Monica, California. | Analyst-Equity | 30/12/2004 |
KPMG Peat Marwick LLP | Corporate Officer/Principal | - |
Santa Barbara Asset Management LLC
![]() Santa Barbara Asset Management LLC Investment ManagersFinance Santa Barbara Asset Management LLC (SBAM) is an investment advisory firm headquartered in Los Angeles, California. The firm was founded in 1987 and they are a subsidiary of Nuveen Investments, Inc., which acquired the firm in 2005. Their ultimate parent is TIAA Board of Overseers. SBAM provides investment advisory and sub-advisory services to a wide variety of individual and institutional clients, including, including pension funds, high-net worth individuals, corporations, trusts, not-for-profit organizations, endowments, foundations, religious organizations, managed accounts and investment companies and/or other funds. | President | - |
Training of Steven D. Spencer
Amherst College | Undergraduate Degree |
Massachusetts Institute of Technology | Graduate Degree |
Experiences
Positions held
Linked companies
Private companies | 3 |
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Santa Barbara Asset Management LLC
![]() Santa Barbara Asset Management LLC Investment ManagersFinance Santa Barbara Asset Management LLC (SBAM) is an investment advisory firm headquartered in Los Angeles, California. The firm was founded in 1987 and they are a subsidiary of Nuveen Investments, Inc., which acquired the firm in 2005. Their ultimate parent is TIAA Board of Overseers. SBAM provides investment advisory and sub-advisory services to a wide variety of individual and institutional clients, including, including pension funds, high-net worth individuals, corporations, trusts, not-for-profit organizations, endowments, foundations, religious organizations, managed accounts and investment companies and/or other funds. | Finance |
Ocean Fund Advisors LLC
![]() Ocean Fund Advisors LLC Investment ManagersFinance Founded in 1999, Ocean Fund Advisors LLC is a hedge fund manager located in Santa Monica, California. | Finance |
KPMG Peat Marwick LLP | Commercial Services |
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