Dr. G. Kevin Spellman, CFA is called “Coach,” as he coaches students in investments. He has nearly 30 years of experience in investments as an analyst, portfolio manager, consultant, and director of research on the buy-side and sell-side of Wall Street, and is nearing 20 years of experience teaching investments. He is the David O. Nicholas Director of Investment Management and Senior Lecturer at University of Wisconsin-Milwaukee, a periodic Adjunct Professor at IE Business School, and Senior Advisor to Institutional Shareholder Services. He has two children (son who wants to fly and a daughter studying accounting at UW-Milwaukee), a wife he calls girlfriend, and a Jack Russell Terrier who joins him for four-mile runs. He marks his achievements based on the success of his students and children. You can click here to go to his website, Coach Investing, which provides various research, presentations, and videos on investment strategy, quantitative investments, behavioral finance, stocks, and careers. His resume is here.

Skip to toolbar