Spencer Thomas Shelman
Portfolio Manager-Equities at Palouse Capital Management, Inc.
Profile
Mr. Spencer T.
Shelman, CFA, is a Portfolio Manager at Palouse Capital Management, Inc.
His background includes more than nine years of buy-side analytical and portfolio management experience.
Virtually all of his experience has involved bottom-up fundamental research for individual and institutional equity portfolios.
Mr. Shelman graduated cum laude from Washington State University in 2006 and is a Chartered Financial Analyst.
He is currently serving as President of the CFA Society of Spokane and is a member of the CFA Institute.
He is also on the National Board of Advisors for the Washington State University College of Business.
Spencer Thomas Shelman active positions
| Companies | Position | Start |
|---|---|---|
Palouse Capital Management, Inc.
 Palouse Capital Management, Inc. Investment ManagersFinance Palouse Capital Management, Inc. (PCM) is an independent registered investment advisor headquartered in Spokane, Washington. The firm was founded by Kenneth Roberts in 1991 as Ken Roberts Investment Management, Inc. PCM provides discretionary investment advisory services primarily for individuals, corporations, public and private pension plans, endowments, and foundations. | Portfolio Manager-Equities | 2015-05-31 |
Former positions of Spencer Thomas Shelman
| Companies | Position | End |
|---|---|---|
ICM Asset Management, Inc.
 ICM Asset Management, Inc. Investment ManagersFinance ICM Asset Management, Inc. (ICM) is an independent, SEC-registered investment advisor headquartered in Spokane, Washington. The firm was founded by James (Jim) Simmons in 1981. ICM provides investment advice and management to individually managed accounts. | Analyst-Equity | 2011-08-29 |
Asset Planning & Management, Inc.
 Asset Planning & Management, Inc. Investment ManagersFinance Asset Planning & Management, Inc. is an independent wealth management firm headquartered in Spokane, Washington. The firm was founded by Greer Gibson Bacon in 1997. Asset Planning & Management provides comprehensive wealth management services to individuals and families, as well as their trusts, professional practices and closely held businesses. | Portfolio Manager-Equities | - |
Training of Spencer Thomas Shelman
| Washington State University | Undergraduate Degree |
Experiences
Positions held
Active
Inactive
Listed companies
Private companies
Connections
1st degree connections
1st degree companies
Male
Female
Members of the board
Executives
Linked companies
| Private companies | 3 |
|---|---|
ICM Asset Management, Inc.
ICM Asset Management, Inc. Investment ManagersFinance ICM Asset Management, Inc. (ICM) is an independent, SEC-registered investment advisor headquartered in Spokane, Washington. The firm was founded by James (Jim) Simmons in 1981. ICM provides investment advice and management to individually managed accounts. | Finance |
Palouse Capital Management, Inc.
Palouse Capital Management, Inc. Investment ManagersFinance Palouse Capital Management, Inc. (PCM) is an independent registered investment advisor headquartered in Spokane, Washington. The firm was founded by Kenneth Roberts in 1991 as Ken Roberts Investment Management, Inc. PCM provides discretionary investment advisory services primarily for individuals, corporations, public and private pension plans, endowments, and foundations. | Finance |
Asset Planning & Management, Inc.
Asset Planning & Management, Inc. Investment ManagersFinance Asset Planning & Management, Inc. is an independent wealth management firm headquartered in Spokane, Washington. The firm was founded by Greer Gibson Bacon in 1997. Asset Planning & Management provides comprehensive wealth management services to individuals and families, as well as their trusts, professional practices and closely held businesses. | Finance |
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