Experienced, independent investment advisors who know you by name and customize
a financial plan and investment strategy just for you: That’s the Spero-Smith difference.

We combine decades of investment knowledge with the best practices of investment
management, investment advice, wealth management, and financial planning to
help you create an investment strategy and asset management plan to reach your
financial goals.

Our team has over 125 years of collective asset management experience.
Five investment professionals at Spero-Smith have certification as financial planners,
five have M.B.A.s, and two are Chartered Financial Analysts (CFA).

Robert C. Smith President & Chief Executive Officer	Jeffrey N. Malbasa, CFA Chief Operating Officer	Mimi Lord, CFA, CFP® Senior Vice President & Chief Investment Officer	Matthew S. Olver, CFP® Senior Vice President & Wealth Advisor	Erica M. Aber, CFP® Director of Operations & Portfolio Manager
Debra L. Boerger, CFP® Portfolio Manager	Kara Downing, CFP® Portfolio Manager	Tony Basalla Portfolio Manager	Snezana Jurosevic Mutual Fund Analyst