Mr. Spillane is a Chartered Financial Analyst (CFA) has 30 years' experience in the money management business. His career began at Eaton Vance Management where he was an analyst and portfolio manager. Mr. Spillane then moved to Fidelity Investments where he started as portfolio manager for the Fidelity Select Technology Portfolio. He then began a career in management and held the roles of Director of U.S. Equity Research, Chief Investment Officer for Europe for Fidelity International Ltd., Head of U.S. Equities, and Head of Global Investment Strategy. While in London, Mr. Spillane was also portfolio manager for the Fidelity International portfolio. His last post at Fidelity was President of Strategic Advisers, a Registered Investment Advisor. He retired from Fidelity in 2007.
Mr. Spillane is a member of the Retirement Plan Investment Committee at Babson College, on the Board at The Woods Hole Golf Club on Cape Cod, a member of the Investment Committee at the Catholic Schools Foundation of Boston and is Chairman of the Board at Xaverian Brothers High School. He is also a member of the advisory board for InMusic Brands Industries LLC., and a board member at the Lynch Foundation.
Capital Markets; Emerging Equity Markets; Financial Instruments and Securities; Global Asset Allocation; Individual Investor Portfolio Allocation; International Capital Asset Pricing Model; Mutual Fund Governance