Stephen Roseman, CFA

Director – Spencer Capital Ltd.
President – Spencer Capital Holdings, Ltd.
President and CEO – USA Risk Group

Stephen Roseman joined Spencer Capital in June 2015 and currently serves as President of Spencer Capital Holdings, Ltd. His responsibilities include overseeing a portfolio of insurance and financial services companies, including: USA Risk Group (USARG) and SouthWest Dealer Services (SWDS).

Roseman is also President and CEO of USA Risk Group (USARG), having been appointed in February, 2018. He is responsible for management of the company’s Operational Leadership Team, providing ongoing guidance, direction and strategic oversight of the long-term, client-centric growth strategy. He brings more than two decades of experience to Spencer, including: SVP, Calamos Advisors; Managing Member, Thesis Capital Group; Portfolio Manager, Kern Capital Management; and Senior Equity Analyst, OppenheimerFunds.

Roseman currently serves on the boards of various companies. He is a CFA® charterholder, and has received an M.B.A. from Fordham University Graduate School of Business Administration, a B.A. in French Literature from Arizona State University and is a candidate of the Harvard Business School, Class 52, OPM program.