Jeff N. Malbasa, CFA, MBA ’07 was promoted to President and Chief Operating Officer of Spero-Smith Investment Advisers on March 18, 2014. In this role, Malbasa will oversee the delivery of the company’s financial planning, wealth management, and investment strategy consulting services, and develop and implement the company’s strategic initiatives. He joined the firm as an Assistant Portfolio Manager in 2003 following a summer internship as an undergraduate student. He was promoted to Portfolio Manager and then Director of Operations before becoming Chief Operating Officer in 2010.
Malbasa in a lifelong resident of northeast Ohio and serves on the Weatherhead Alumni Advisory Council.
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