William Cosgrove

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Consumer Services

Finance

Profil

Mr. William Cosgrove is an Assistant Portfolio Manager at Spero-Smith Investment Advisers, Inc. Mr. Cosgrove became a member of the Spero-Smith team in 2012.
As Assistant Portfolio Manager, he conducts research, completes analysis, and prepares reports for client portfolios.
He also has responsibility for streamlining operational processes.
He graduated from Miami University in Oxford, Ohio with a Bachelor’s degree in Business, Finance, and completed his Master’s in Business Administration at John Carroll University in Cleveland, Ohio with a concentration in both Finance and Management.

Anciens postes connus de William Cosgrove

Sociétés	Poste	Fin
Spero-Smith Investment Advisers, Inc. Spero-Smith Investment Advisers, Inc. Investment ManagersFinance Spero-Smith Investment Advisers primarily allocates their clients' investment management assets among individual debt and equity securities, and various mutual fund classes, on a discretionary basis, in accordance with the investment objectives of the client. Portfolios are well diversified, with companies that demonstrate improving levels of profitability. The firm conducts ongoing analysis of mutual funds and maintain a list of recommended funds meeting their criteria within a diversified range of investment styles and market sectors. Spero-Smith's fixed-income management approach focuses on the preservation of capital. The fixed-income portion of portfolios includes a combination of short- and intermediate-term treasury or municipal bonds, highly rated corporate bonds and preferred stock issues. Often, a laddered maturity approach is developed as part of a strategy to meet ongoing cash flow needs.	Gestionnaire de Portefeuille-Actions	-

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Entreprise privées	3
Spero-Smith Investment Advisers, Inc. Spero-Smith Investment Advisers, Inc. Investment ManagersFinance Spero-Smith Investment Advisers primarily allocates their clients' investment management assets among individual debt and equity securities, and various mutual fund classes, on a discretionary basis, in accordance with the investment objectives of the client. Portfolios are well diversified, with companies that demonstrate improving levels of profitability. The firm conducts ongoing analysis of mutual funds and maintain a list of recommended funds meeting their criteria within a diversified range of investment styles and market sectors. Spero-Smith's fixed-income management approach focuses on the preservation of capital. The fixed-income portion of portfolios includes a combination of short- and intermediate-term treasury or municipal bonds, highly rated corporate bonds and preferred stock issues. Often, a laddered maturity approach is developed as part of a strategy to meet ongoing cash flow needs.	Finance
John Carroll University John Carroll University Other Consumer ServicesConsumer Services Functions as a College/University	Consumer Services
Miami University Miami University Other Consumer ServicesConsumer Services Functions as a College/University	Consumer Services