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About
Maurice "Mo" Spolan, CFA, is an Equity Analyst at Weitz Investment Management, where he has been a member of the investment team since 2021. In his current role, Mo is responsible for conducting in-depth fundamental research and analysis on equities to support the firm’s portfolio management strategies. His research contributions include detailed sector and company studies, notably in the financial services and information industries, as evidenced by his public research on companies such as Equifax.
Before joining Weitz, Mo served as an Investment Research Analyst at Valley National Financial Advisors, where he helped drive investment decisions through rigorous analysis across asset classes. His background includes experience in evaluating securities, developing investment theses, and supporting asset allocation for institutional and individual portfolios.
Mo earned his Bachelor of Business Administration in Finance from the University of Colorado Boulder’s Leeds School of Business. He is a CFA charterholder, underscoring his expertise in equity research, valuation, and financial analysis. At Weitz, Mo focuses primarily on U.S. equities, with a demonstrated interest in sectors such as credit bureaus and business services, bringing strong analytical skills and industry insight to the firm’s investment process.
Career History
| Organization | Role | Date Range | Details |
|---|---|---|---|
| Weitz Investment Management | Equity Analyst | Dec 2021 to Present | — |
| Valley National Financial Advisors | Investment Research Analyst | Mar 2020 to Nov 2021 | — |
Education
University of Colorado Boulder - Leeds School of Business
Bachelor of Business Administration - BBA, Finance
2014 — 2018
Others at Weitz Investment Management, Inc. (9)
| Name | Role | Location |
|---|---|---|
A Andrew McClure | Jr. Equity Analyst | United States |
B Barton Hooper | Senior Equity Research Analyst | Omaha, NE , United States |
B Brad Hinton | Co-Chief Investment Officer | Omaha, NE , United States |
D Drew Weitz | Portfolio Manager | Omaha, NE , United States |
E Eric Lee | Portfolio Analyst and Client Portfolio Manager | Saint Paul, MN , United States |
| Equity analyst | Omaha, NE , United States | |
A Amy S | Associate Equity Analyst | Omaha, NE , United States |
| Portfolio Manager | Omaha, NE , United States | |
W Wally Weitz | Founder, Co-Chief Investment Officer | Omaha, NE , United States |
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