Klein Spencer
Private Equity Analyst at Capital Southwest Management Co.
Profile
Klein Spencer is currently working as Vice President & Principal at Capital Southwest Management Co. He previously worked as Vice President & Senior Portfolio Manager at MB Financial Bank, NA (Trust Department), Vice President & Portfolio Manager at National City Bank (Cleveland, Ohio), Senior Investment Advisor at JPMorgan Securities LLC, Portfolio Manager at Feldman Securities Group LLC, Principal at Banc One Securities Corp., Adjunct Professor at Keller Graduate School of Management, and Senior Portfolio Manager at Mainstreet Advisors, Inc. Mr. Spencer received an undergraduate degree from The University of Chicago in 1992 and an MBA from The University of Chicago in 2003.
Klein Spencer active positions
| Companies | Position | Start |
|---|---|---|
Capital Southwest Management Co.
 Capital Southwest Management Co. Investment ManagersFinance Capital Southwest Management Co (Capital Southwest Management) is a private equity/venture capital firm, a subsidiary of Capital Southwest Corp founded in 1961. The firm is headquartered in Dallas, Texas. | Private Equity Analyst | 2014-12-31 |
Former positions of Klein Spencer
| Companies | Position | End |
|---|---|---|
JPMorgan Securities LLC
 JPMorgan Securities LLC Investment Banks/BrokersFinance JPMorgan Securities LLC (JPMS) is a securities brokerage firm headquartered in New York City. The firm was founded in 1985 and is a subsidiary of JPMorgan Broker-Dealer Holdings, Inc., ultimately held by JPMorgan Chase & Co., Inc. (NYSE: JPM). JPMS provides research on fixed income, credit, derivatives, emerging markets, foreign exchange, structured finance, technical analysis and bond indices. Their equity analysts cover equities throughout North America, EMEA, Asia/Pacific and the emerging markets. The firm's fixed income team formulates trading and portfolio recommendations for investors in global bonds and other fixed-income markets based on valuations, analytics and market dynamics. | Corporate Officer/Principal | 2008-09-30 |
Banc One Securities Corp.
 Banc One Securities Corp. MiscellaneousMiscellaneous Banc One Securities Corp. is a company that is based in Rensselaer, IN. Banc One Securities Corp. is involved in the offices of holding companies. | Corporate Officer/Principal | 2006-06-30 |
Feldman Securities Group LLC
 Feldman Securities Group LLC Investment ManagersFinance Feldman Securities Group LLC provides investment advice. The private company is based in Overland Park, KS. | Corporate Officer/Principal | - |
National City Bank (Cleveland, Ohio)
 National City Bank (Cleveland, Ohio) Major BanksFinance National City Bank provides banking and financial services. It offers investment banking, brokerage, mutual funds, insurance, and traditional banking services to individuals and businesses. The company was founded in 1845 and is headquartered in Cleveland, OH. | Corporate Officer/Principal | - |
Mainstreet Advisors, Inc.
 Mainstreet Advisors, Inc. Investment ManagersFinance Mainstreet Advisors, Inc. provides investment advice. The private company is based in Parker, CO. | Corporate Officer/Principal | - |
Training of Klein Spencer
| The University of Chicago | Undergraduate Degree |
Experiences
Positions held
Connections
1st degree connections
1st degree companies
Male
Female
Members of the board
Executives
Linked companies
| Private companies | 7 |
|---|---|
MB Financial Bank, NA (Trust Department)
 MB Financial Bank, NA (Trust Department) Regional BanksFinance MB Financial Bank, NA is a commercial bank headquartered in Chicago, Illinois. The bank was formed in 2001, through the merger of Manufacturers Bank and Mid-City National Bank, two of Chicago’s oldest middle-market, community-focused banking institutions. MB Financial Bank is a subsidiary of MB Financial, Inc. (NASDAQ: MBFI), a Chicago-based holding company. MB offers independent fee-based advice, as well as a comprehensive brokerage solution. MB Financial Bank's investment managers construct customized managed investment strategies for high net-worth individuals, institutional and employee benefit clients. | Finance |
Mainstreet Advisors, Inc.
Mainstreet Advisors, Inc. Investment ManagersFinance Mainstreet Advisors, Inc. provides investment advice. The private company is based in Parker, CO. | Finance |
JPMorgan Securities LLC
JPMorgan Securities LLC Investment Banks/BrokersFinance JPMorgan Securities LLC (JPMS) is a securities brokerage firm headquartered in New York City. The firm was founded in 1985 and is a subsidiary of JPMorgan Broker-Dealer Holdings, Inc., ultimately held by JPMorgan Chase & Co., Inc. (NYSE: JPM). JPMS provides research on fixed income, credit, derivatives, emerging markets, foreign exchange, structured finance, technical analysis and bond indices. Their equity analysts cover equities throughout North America, EMEA, Asia/Pacific and the emerging markets. The firm's fixed income team formulates trading and portfolio recommendations for investors in global bonds and other fixed-income markets based on valuations, analytics and market dynamics. | Finance |
National City Bank (Cleveland, Ohio)
National City Bank (Cleveland, Ohio) Major BanksFinance National City Bank provides banking and financial services. It offers investment banking, brokerage, mutual funds, insurance, and traditional banking services to individuals and businesses. The company was founded in 1845 and is headquartered in Cleveland, OH. | Finance |
Feldman Securities Group LLC
Feldman Securities Group LLC Investment ManagersFinance Feldman Securities Group LLC provides investment advice. The private company is based in Overland Park, KS. | Finance |
Banc One Securities Corp.
Banc One Securities Corp. MiscellaneousMiscellaneous Banc One Securities Corp. is a company that is based in Rensselaer, IN. Banc One Securities Corp. is involved in the offices of holding companies. | Miscellaneous |
Capital Southwest Management Co.
Capital Southwest Management Co. Investment ManagersFinance Capital Southwest Management Co (Capital Southwest Management) is a private equity/venture capital firm, a subsidiary of Capital Southwest Corp founded in 1961. The firm is headquartered in Dallas, Texas. | Finance |
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