President – Spencer Capital Holdings, Ltd.
President – Spencer Capital Ltd.
President – Spencer Capital Manager, LLC
President – Spencer Capital US Holdings, Inc.
President – Spencer Capital Holdings Delaware, Inc.
President – Spencer Capital Advisors, Inc.
Stephen Roseman joined Spencer Capital in June 2015, currently serving as President of Spencer Capital Holdings, Ltd. Stephen was Senior Vice President at Calamos Advisors from June 2013 through June 2015. Until May 2013, Stephen was the managing member of Thesis Capital Group, a firm he founded in 2005. Since 2009 Stephen has been a board member of Spy, Inc. Stephen served as a member of the board of directors of Celebrate Express, Inc. (NASDAQ:BDAY) starting in August 2006, and as Chairman from November 2007 until August 2008 when the company was acquired by Liberty Media Corporation (NASDAQ:LINTA).
From 2003 to 2005, Stephen was a portfolio manager at Kern Capital Management, where he managed the consumer discretionary, consumer staples and business services portfolio. His previous professional experience includes serving as a senior equity analyst with OppenheimerFunds, Inc. from 2000 to 2003 where he was responsible for public and private investments in all of the consumer, financials, energy and industrial sectors for its Discovery Fund. Prior to OppenheimerFunds, he was employed by PaineWebber Group and Sperry Van Ness.
Stephen also serves on the advisory boards of various private companies. He is a C.F.A. and received an M.B.A. from Fordham University Graduate School of Business Administration and a B.A. in French Literature from Arizona State University.