Roseman Appointed President of Spencer Capital

NEW YORK–(BUSINESS WIRE)–Spencer Capital Holdings, a global holdings company, today announced that Stephen Roseman has been appointed President. Ken Shubin Stein will remain CEO and Chairman of the company. Stephen will maintain his role as CEO of Spencer Capital Advisors, leading day-to-day operations of the company’s US subsidiary.

“Stephen is a proven investor and leader, with experience investing in, running and serving on the boards of several companies,” said Ken Shubin Stein, CEO and Chairman of Spencer Capital Holdings. “His skill set will be quite valuable as we continue to evaluate expansion opportunities for Spencer Capital.”

Roseman has worked in the financial services industry for more than 20 years at firms including Calamos Investments, Kern Capital Management, and Oppenheimer Funds. He also served as CEO and Portfolio Manager at Thesis Fund Management. Roseman joined as CEO of Spencer Capital Advisors in June of 2015. He is a CFA and holds an MBA from the Fordham Gabelli School of Business.

“I’ve known Ken for a long time and am excited to work more closely with him in this new role continuing to strategically grow the Spencer Capital business globally,” said Roseman. “There is a lot of opportunity in the market right now to partner with strong companies with experienced management teams and we plan to capitalize on it.”

Spencer Capital Holdings, Ltd.
Spencer Capital Holdings is a global holdings company. The company was founded in 2011 by Chairman Ken Shubin Stein and has grown to include over 400 employees in 20 offices around the world. Spencer Capital has majority ownership in Southwest Dealer Services, wholly-owns Spencer Re and USA Risk Group, and is affiliated with Spencer Capital Management, a value-oriented investment management firm. For more information on Spencer Capital Holdings, Ltd, please visit:

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