Profile
Ms. Leellen D.
Spelman, CFA, is a Head of U.S.
Equity at JPMorgan Investment Management, Inc. She is on the Board of Directors at Trustees of The University of Pennsylvania.
She is also Managing Director of JPMorgan Investment Management, Inc. She led the Client Portfolio Management from 2003 until 2016 and was previously a Senior Research Analyst in the U.S.
Equity Research group with responsibility for the technology sector.
She has over 43 years of industry experience.
Prior to joining the firm, Ms. Spelman was a Partner and Director of Research at Martin Simpson & Co., a sell-side brokerage house specializing in technology research.
She holds a B.S.
in Economics from the Wharton School of Business at the University of Pennsylvania and is a CFA charter holder.
Former positions of Lee Spelman
| Companies | Position | End |
|---|---|---|
Trustees of the University of Pennsylvania
Trustees of the University of Pennsylvania Investment Trusts/Mutual FundsMiscellaneous Provides educational trust services | Director/Board Member | - |
JPMorgan Investment Management, Inc.
JPMorgan Investment Management, Inc. Investment ManagersFinance JPMIM seeks to generate positive excess return through both a bottom-up approach emphasizing security selection and a top-down approach focusing on macro investment themes and trends to aid in determining sector weightings, currency, and yield curve weighting where appropriate. The firm offers a broad range of US, non-US and global investment management products and provides different strategies that span the full spectrum of asset classes including equity, fixed-income, cash liquidity, currency, real estate, hedge funds and private equity. | Head-Equity Investments | - |
Training of Lee Spelman
Experiences
Positions held
Active
Inactive
Listed companies
Private companies
Linked companies
| Private companies | 3 |
|---|---|
JPMorgan Investment Management, Inc.
JPMorgan Investment Management, Inc. Investment ManagersFinance JPMIM seeks to generate positive excess return through both a bottom-up approach emphasizing security selection and a top-down approach focusing on macro investment themes and trends to aid in determining sector weightings, currency, and yield curve weighting where appropriate. The firm offers a broad range of US, non-US and global investment management products and provides different strategies that span the full spectrum of asset classes including equity, fixed-income, cash liquidity, currency, real estate, hedge funds and private equity. | Finance |
The Wharton School of the University of Pennsylvania
The Wharton School of the University of Pennsylvania Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
Trustees of the University of Pennsylvania
Trustees of the University of Pennsylvania Investment Trusts/Mutual FundsMiscellaneous Provides educational trust services | Miscellaneous |
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