![Debra L. Boerger](data:image/svg+xml,<svg xmlns="http://www.w3.org/2000/svg" width="16" height="16" fill="%231b1b1b" class="bi bi-person-fill" viewBox="0 0 16 16"><path d="M3 14s-1 0-1-1 1-4 6-4 6 3 6 4-1 1-1 1zm5-6a3 3 0 1 0 0-6 3 3 0 0 0 0 6"/></svg>)
Profil
Ms. Debra L.
Boerger is a Portfolio Manager at Spero-Smith Investment Advisers, Inc. She has more than 27 years in the investment advisory field.
She brings an exceptional depth and breadth of investment strategy and financial planning experience to Spero-Smith clients.
She joined the firm in 2005.
Previously, she owned her own investment management company for eleven years and also co-founded another investment advisory firm with Spero-Smith President and CEO, Bob Smith.
She served as a member of the Board of Directors of Padua Franciscan High School, the Old Stone Foundation, and Lutheran Chaplaincy Services.
She is also a former Executive Board member of the Greater Cleveland Council, Boy Scouts of America.
Ms. Boerger received a Master of Business Administration degree from Baldwin-Wallace College in Cleveland, Ohio and a Bachelor of Arts degree in Sociology from Miami University in Oxford, Ohio.
Anciens postes connus de Debra L. Boerger
| Sociétés | Poste | Fin |
|---|---|---|
Spero-Smith Investment Advisers, Inc.
 Spero-Smith Investment Advisers, Inc. Investment ManagersFinance Spero-Smith Investment Advisers primarily allocates their clients' investment management assets among individual debt and equity securities, and various mutual fund classes, on a discretionary basis, in accordance with the investment objectives of the client. Portfolios are well diversified, with companies that demonstrate improving levels of profitability. The firm conducts ongoing analysis of mutual funds and maintain a list of recommended funds meeting their criteria within a diversified range of investment styles and market sectors. Spero-Smith's fixed-income management approach focuses on the preservation of capital. The fixed-income portion of portfolios includes a combination of short- and intermediate-term treasury or municipal bonds, highly rated corporate bonds and preferred stock issues. Often, a laddered maturity approach is developed as part of a strategy to meet ongoing cash flow needs. | Gestionnaire de Portefeuille-Actions | 01/10/2016 |
Greater Cleveland Council of The Boy Scouts of America | Corporate Officer/Principal | - |
Formation de Debra L. Boerger
Expériences
Fonctions occupées
Actives
Inactives
Sociétés cotées
Entreprise privées
Relations
11
Relations au 1er degré
4
Entreprises liées au 1er degré
Homme
Femme
Administrateurs
Exécutifs
Sociétés liées
| Entreprise privées | 4 |
|---|---|
Spero-Smith Investment Advisers, Inc.
Spero-Smith Investment Advisers, Inc. Investment ManagersFinance Spero-Smith Investment Advisers primarily allocates their clients' investment management assets among individual debt and equity securities, and various mutual fund classes, on a discretionary basis, in accordance with the investment objectives of the client. Portfolios are well diversified, with companies that demonstrate improving levels of profitability. The firm conducts ongoing analysis of mutual funds and maintain a list of recommended funds meeting their criteria within a diversified range of investment styles and market sectors. Spero-Smith's fixed-income management approach focuses on the preservation of capital. The fixed-income portion of portfolios includes a combination of short- and intermediate-term treasury or municipal bonds, highly rated corporate bonds and preferred stock issues. Often, a laddered maturity approach is developed as part of a strategy to meet ongoing cash flow needs. | Finance |
Baldwin-Wallace College
 Baldwin-Wallace College Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
Miami University
 Miami University Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
Greater Cleveland Council of The Boy Scouts of America |
