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William Spellman
Investment Research and Planning Analyst at Bleakley Financial Group, LLC
About
William Spellman serves as Senior Planning Analyst and Investment Research & Planning Analyst at Bleakley Financial Group in New York, NY. In this role, he is responsible for leading investment research initiatives, portfolio analysis, and financial planning strategies for the firm and its advisory clients. His work includes identifying suitable investment managers and designing managed account platforms across multiple asset classes.
Mr. Spellman has deep expertise in manager research and platform due diligence, with particular focus on separately managed accounts and wrap-fee mutual funds, overseeing more than $20 billion in assets during his nearly 20 years at Prudential Financial prior to joining Bleakley. His sector expertise spans equities, fixed income, and retirement solutions, with a track record of providing research opinions to mutual fund boards and developing institutional investment solutions.
He holds an M.B.A. in Finance from Fairleigh Dickinson University and a B.B.A. in Marketing from Hofstra University, graduating cum laude. As a Certified Investment Management Analyst (CIMA®), Spellman has contributed significant research and strategic insights to the investment industry, recognized for his comprehensive planning and analytical rigor.
Career History
| Organization | Role | Date Range | Details |
|---|---|---|---|
| Bleakley Financial Group | Investment Research and Planning Analyst | Aug 2020 to Present | I work closely with wealth advisors to create fully integrated wealth management proposals for their clients. I perform a wide-range of financial planning duties, including security research, portfol... |
| LPL Financial | LPL Administrative Associate | Aug 2020 to Present | Securities offered through LPL Financial, Member FINRA/SIPC. For hyperlinks to FINRA and SIPC, please refer to the ‘Contact Info’ section above. Investment advice offered through Bleakley Financial Gr... |
| Prudential Financial | Vice President, Investment Consulting | Jan 2016 to Sep 2019 | • Responsible for the due diligence of Prudential affiliated equity managers (including alternative strategies), whose combined AUM exceeds $200 billion. • Formally present to the Prudential Retail ... |
| Prudential Financial | Director and Vice President, Investment Consulting | Jan 2003 to Jan 2016 | • Led a team of five research analysts who were responsible for the SMA and wrap fee mutual fund programs, which totaled over $20 billion under advisement. Responsible for work flow and team develop... |
| Prudential Financial | Senior Research Analyst | Jan 2000 to Jan 2003 | • Conducted research and due diligence on approximately 20 investment strategies (equity and fixed income) for multiple investment programs. • Enhanced and implemented an audit-based due diligence p... |
| PaineWebber | Research Analyst | Jan 1996 to Jan 2000 | • Responsible for the due diligence of several domestic investment managers within the department’s separately managed account program. |
| PaineWebber | Research Associate - Insurance | Jan 1993 to Jan 1996 | • Coordinated and prepared monthly budgets for 10 regional sales consultants and the National Sales Manager. • Provided variance reports and trend/promotional analysis to senior management on budget... |
Education
Fairleigh Dickinson University
M.B.A., Finance
Hofstra University
B.B.A., Marketing
Others at Bleakley Financial Group, LLC (12)
| Name | Role | Location |
|---|---|---|
 | Investment Research and Planning Analyst | Chatham, NJ , United States |
 | Partner | Fairfield, NJ , United States |
K Kevoi Walters | Senior Investment Research and Planning Analyst | Lincoln Park, NJ , United States |
M Michael Axelrod | Managing Partner | NJ , United States |
 | Senior Planning and Investment Analyst For Andy Schwartz | New York, NY , United States |
 | Partner | Miami, FL , United States |
 | Partner | Franklin Lakes, NJ , United States |
 | Senior Planning and Investment Analyst | New York, NY , United States |
 | Senior Investment Research and Planning Analyst | New York, NY , United States |
 | Chief Investment Officer | New York, NY , United States |
Similar Fund Managers
| Name | Role | Fund | Location |
|---|---|---|---|
 | Partner | Circle Wealth Management, LLC | NJ , United States |
 | Managing Partner | Circle Wealth Management, LLC | New York, NY , United States |
 | Investment Associate | Hennion & Walsh Asset Management, Inc. | Rockaway, NJ , United States |
K Ken Rubin | Vice President-Investments | Hennion & Walsh Asset Management, Inc. | Delray Beach, FL , United States |
