Spero-Smith Investment Advisers, Inc. Promotes Erica Aber, CFP®, to Vice President & Portfolio Manager
Westlake Native to Direct Daily Operations of Leading Independent Cleveland Investment Management Firm
Cleveland, Ohio– Spero-Smith Investment Advisers, Inc., an independent, fee-only investment management firm in Cleveland, Ohio, announced today that Erica Aber, CFP®, has been promoted to Vice President & Portfolio Manager.
Spero-Smith provides professional investment guidance, asset management, and wealth management services to high-net-worth individuals, business owners, foundations, and endowments. The firm celebrated its 40th anniversary in 2012.
Aber is a CERTIFIED FINANCIAL PLANNER™ (CFP®) and a member of the Financial Planning Association. She joined Spero-Smith as a Portfolio Manager in 2004. Prior to her promotion, she was Director of Operations & Portfolio Manager.
In her new role, Aber will be a member of the firm’s management committee and will oversee all day-to-day operations, including the evaluation and implementation of policies, procedures, and project management. She also will continue to implement individual investment strategies for clients and work with clients on financial planning issues.
“Erica is an outstanding member of our team and we are very pleased to promote her to Vice President,” stated Robert C. Smith, President and CEO. “She is an effective leader and manager with a deep commitment to achieving operational excellence and delivering superior service to our clients.”
Aber earned a Master of Business Administration degree in Finance from John Carroll University in Cleveland, Ohio. She received a Bachelor of Business Administration degree, cum laude, with a concentration in Finance and Management Information Systems (MIS) from Ohio University, where she was inducted into the Golden Key National Honor Society in recognition of her academic excellence. She is a native of Westlake, Ohio and a 2000 graduate of Westlake High School.
She is a member of the 2013 Cleveland Bridge Builders class of the Cleveland Leadership Center and Chair of the steering committee of the Muldoon Partners at John Carroll University. She volunteers for The United Way of Greater Cleveland and serves on its Organizational Assessment Committee.
About Spero-Smith Investment Advisers, Inc.
Spero-Smith Investment Advisers, Inc. is an independent, fee-only investment management firm in Cleveland, Ohio that has been delivering expert financial advice and wealth management services to individuals, businesses, nonprofit organizations, and endowments since 1972. The firm’s services include professional asset management, financial planning, and wealth management. Spero-Smith celebrated its 40th anniversary in 2012. To learn more, visit the firm’s website at www.sperosmith.com