Spencer Jones

Analyst-Equity at

Atwood & Palmer, Inc.

Finance

Consumer Services

Health Services

Profile

Mr. Spencer A. Jones, CFA, is a Partner at Atwood & Palmer, Inc. and an Advisor at Think Big Ventures.
He is on the Board of Directors at The Children's Mercy Hospital.
He joined the firm in 2004 and responsible for portfolio management, investment research and client service.
He has over 30 years of investment experience.
Mr. Jones was previously employed as a Principal by UBS Financial Services, Inc. He earned a Bachelor of Business Administration from Southern Methodist University, and also earned his Chartered Financial Analyst designation.

Spencer Jones active positions

Companies	Position	Start
Atwood & Palmer, Inc. Atwood & Palmer, Inc. Investment ManagersFinance Atwood & Palmer creates an individualized Investment Policy Statement (IPS) based on client goals, objectives, risk tolerances, liquidity needs and suitability. The IPS dictates how they will customize and manage each client's investment portfolio. Client portfolios consist primarily of stocks, exchanged traded funds or fixed income securities.	Analyst-Equity	01/01/2004
Think Big Ventures Think Big Ventures Investment ManagersFinance Think Big Ventures invests in companies located in the United States. The firm targets companies operating in the field of web services, applications, software and related sectors. It provides financing for seed and early stage capital requirements.	Corporate Officer/Principal	-

All active positions of Spencer Jones

Former positions of Spencer Jones

Companies	Position	End
UBS Financial Services, Inc. UBS Financial Services, Inc. Investment ManagersFinance UBS Financial Services' asset allocations are based on a proprietary methodology. In developing those allocations, the firm considers asset class risk and return results that are based on estimated forward-looking return and risk assumptions, as measured by standard deviation, which are based on UBS proprietary research. The development process includes a review of a variety of factors, including the return, risk, correlations and historical performance of various asset classes, inflation and risk premium.	Corporate Officer/Principal	-
The Children's Mercy Hospital The Children's Mercy Hospital Hospital/Nursing ManagementHealth Services Provides pediatric health care services	Director/Board Member	-

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Private companies	5
UBS Financial Services, Inc. UBS Financial Services, Inc. Investment ManagersFinance UBS Financial Services' asset allocations are based on a proprietary methodology. In developing those allocations, the firm considers asset class risk and return results that are based on estimated forward-looking return and risk assumptions, as measured by standard deviation, which are based on UBS proprietary research. The development process includes a review of a variety of factors, including the return, risk, correlations and historical performance of various asset classes, inflation and risk premium.	Finance
Atwood & Palmer, Inc. Atwood & Palmer, Inc. Investment ManagersFinance Atwood & Palmer creates an individualized Investment Policy Statement (IPS) based on client goals, objectives, risk tolerances, liquidity needs and suitability. The IPS dictates how they will customize and manage each client's investment portfolio. Client portfolios consist primarily of stocks, exchanged traded funds or fixed income securities.	Finance
Southern Methodist University Southern Methodist University Other Consumer ServicesConsumer Services Functions as a College/University	Consumer Services
The Children's Mercy Hospital The Children's Mercy Hospital Hospital/Nursing ManagementHealth Services Provides pediatric health care services	Health Services
Think Big Ventures Think Big Ventures Investment ManagersFinance Think Big Ventures invests in companies located in the United States. The firm targets companies operating in the field of web services, applications, software and related sectors. It provides financing for seed and early stage capital requirements.	Finance