RICHARD BLAIR, CFA® DIRECTOR OF ALTERNATIVE RESEARCH
Richard Blair is Director of Alternative Investment Research for SKK, with primary responsibility for developing investment strategy and alternative investment research. He conducts research on capital markets, securities analysis, macroeconomics, investment strategies and portfolio construction for institutional, endowment & foundation, and high-net-worth clients. Rich leads qualitative and quantitative due diligence of alternative investment managers and strategies. Rich is a member of the Firm’s Research Committee and assists the Firm’s Investment Committee. Prior to joining SKK, Rich contributed to asset allocation, portfolio construction, and manager selection for the Amherst College Investment Office. He is a graduate of the University of Delaware, and is a CFA charterholder.
William Spence, CFA®
Manager, Research
Will is Manager of Investment Research. He is primarily engaged in research, underwriting, and monitoring of managers and strategies suitable for the firm’s wealth management institutional and private clients. These investments range from liquid options such as ETFs and mutual funds to less liquid structures such as hedge funds and close-end funds, and they span across asset classes. Because of the breadth of coverage, the Investment Research group utilizes a generalist coverage model. Additionally he supports the Firm's Wealth Management Investment Committee with research and data for each meeting. Prior to joining SKK, Will worked at ARGI Financial Group where he was similarly responsible for asset allocation and portfolio construction of the firm’s high-net-worth client base. Will graduated from the Gatton College of Business at the University of Kentucky with a degree in Finance and Business Management. He is a CFA charterholder and a member of the Boston CFA Society.
