The Company

The Company Staff with The Spaulding Group

Since 1990, The Spaulding Group, Inc., an employee-owned business, has had an increasing presence in the money management industry.

The Spaulding Group, Inc. is the fastest-growing verification firm, serving clients around the globe, with assets ranging from less than $100 million to more than $1 trillion. We provide an array of other performance measurement services and products, including consulting, publishing (The Journal of Performance Measurement®), research, and training. We also host the Performance Measurement Forum, the Asset Owners’ Round Table, and the Annual PMAR™ Conferences.

We are actively involved as members of the CFA Institute® and other industry groups. The Spaulding Group has also led the charge for the industry in the handling of error correction, attribution guidelines/ standards, and Investment Performance Measurement Analyst Certification (since handed over to the CFA Institute and now called the CIPM® program).

Several of our senior staff regularly speak at and/or chairs industry conferences. Our founder and CEO, David Spaulding, is a frequent author and source of information to various industry publications. Our firm continues to make huge contributions to our industry, in terms of valuable content, innovative ideas, and volunteer activities.

Our clients appreciate our industry focus and understanding of their business, their needs, and the opportunities to make them more efficient and competitive.

The Company

DAVID D. SPAULDING,
DPS, CIPM

Founder and Chief Executive Officer (CEO)

David D. Spaulding, DPS, CIPM

Founder and CEO of The Spaulding Group, Inc.

David Spaulding, DPS, CIPM, is an internationally recognized authority on investment performance measurement. He’s the Founder and CEO of The Spaulding Group, Inc., and founder and publisher of The Journal of Performance Measurement®.

He consults to clients throughout the world on investment performance and risk issues. In addition, he teaches classes on performance measurement and attribution, and regularly conducts GIPS® verifications.

Dave is a prolific writer, having written numerous articles for various publications. He’s also the author of four books: Measuring Investment Performance (McGraw-Hill, 1997), Investment Performance Attribution (McGraw-Hill, 2003), The Handbook of Investment Performance (TSG Publishing, 2005),and The Handbook’s second edition (2011); co-author of The Spaulding Group’s Guide to the Performance Presentation Standards: Second Edition (TSG Publishing, 2012); contributing author of Performance Measurement in Finance (Butterworth-Heinemann, 2002); and is a co-editor and contributing author of Readings in Fixed Income Attribution (TSG Publishing, 2007) and Classics in Investment Performance Measurement (TSG Publishing, 2009).

He has served on numerous industry committees including the USIPC (United States Investment Performance Council, formerly the North American Investment Performance Committee; and prior to that, the AIMR-PPS Implementation Subcommittee), the Investment Performance Council (IPC), the IPC’s Interpretations Subcommittee, and the Performance Measurement Forum’s Hedge Fund and IIR Working Groups.

Dave served in the United States Army for five years, where he earned the rank of Captain. He held various leadership positions with the Field Artillery while serving with the 25th Infantry Division (Schofield Barracks, HI) and the Field Artillery School (Ft. Sill, OK). In addition, he served as an operations research analyst at the Field Artillery School (Ft. Sill, OK).

He earned a BA in Mathematics from Temple University, an MS in Systems Management from the University of Southern California, an MBA in Finance from the University of Baltimore, and a doctorate in Finance and International Economics from Pace University.

Dave spent six years in local politics including a four-year term as Mayor for the Township of North Brunswick (NJ), a community of 38,000 people. As the chief executive officer for the township, he was responsible for over 250 employees and a budget in excess of $30 million.

Dave was blessed with a marriage to a wonderful woman for nearly 48 years. In addition to his two sons, Chris and Doug, he has three grandchildren (Brady, Caden and Sonia). Dave is an avid reader, with rather eclectic tastes. He also enjoys listening to books on Audible, while driving and exercising. He remains a hopeful (hoping to find time to play; hoping to improve) golfer. He resides in Naples, Florida.

DSpaulding@SpauldingGrp.com

Read Dave’s recent blog posts

PATRICK W. FOWLER

President and Chief Operating Officer (COO)

Patrick W. Fowler

President and Chief Operating Officer

Patrick is the President and Chief Operating Officer for The Spaulding Group, and has been with the company since 1998. He is also the Managing Editor of The Journal of Performance Measurement. Patrick oversees the firm’s research efforts, training programs, conferences, the Performance Measurement Forum, as well as other operational areas.

Patrick is a 1998 graduate of Cook College, Rutgers University, as well as a mini-MBA certificate holder in the Business Essentials Program from Rutgers Business School. Patrick received the 2011 Dietz Award for excellence in performance measurement literature for his article with Stephen Campisi, “Getting to the Heart of Investing – Financial Stewardship that Meets Client Objectives.” He is a retired member of the NJ Army National Guard and a soccer trainer. Patrick and Cristina, his wife, live in Hightstown, NJ with their two children.

PFowler@SpauldingGrp.com

CHRISTOPHER D. SPAULDING

Senior Executive Vice President and Chief Growth Officer (CGO)

Christopher D. Spaulding

Senior Executive Vice President and Chief Growth Officer (CGO)

Christopher D. Spaulding has been with The Spaulding Group since 2002 and is a Senior Executive Vice President and Chief Growth Officer (CGO).

Chris is responsible for all client-facing operations including sales, marketing, and client relations.

In addition to his work at The Spaulding Group, Chris is an adjunct professor in the Rutgers University Mini-MBA Programs teaching sales, marketing, strategy, persuasion, and influence to entrepreneurs, business people, and engineers.

He lives in Belle Mead, NJ with his beautiful wife Monica and their three children where he coaches wrestling and also practices and competes in Brazilian Jiu-Jitsu.

CSpaulding@SpauldingGrp.com

JOHN D. SIMPSON, CIPM

Executive Vice President and Chief Ethics Officer (CeO)

JOHN D. SIMPSON, CIPM

Executive Vice President and Chief Ethics Officer (CeO)

John has been with The Spaulding Group since 2005, where he regularly conducts GIPS and non-GIPS verifications, as well as GIPS examinations. He also teaches classes on performance measurement, attribution, risk, and GIPS, and conducts software searches, operations, and technology related consulting assignments. John is a regular speaker at industry conferences and society programs. He is the co-author of The Spaulding Group’s Guide to the Performance Presentation Standards (TSG Publishing, 2012) and has written numerous articles. John crafted and conducted The Spaulding Group’s CIPM prep courses (no longer offered). John is currently a member of the United States Investment Performance Committee’s After-Tax Working Group, working on recommendations for firms that present after-tax performance results.

Prior to joining The Spaulding Group, John spent 20 years with Integrated Decision Systems, a New York-based software vendor that provided portfolio accounting and performance measurement solutions to the investment industry. He was the Product Manager for their GIM Performance and CALiPER investment performance & analytics systems. John was responsible for the enhancement “road maps” for the performance systems with the primary responsibility of aligning the product’s goals with customer needs and market demands. He also acted as chief business analyst in specifying performance analytics and portfolio accounting functionality. John holds a BS in Applied Mathematics from UCLA, where he was a member of their 1987 NCAA national championship volleyball team.

JSimpson@SpauldingGrp.com

ASHLEY REEVES, CIPM

Executive Vice President and Chief Verification Officer (CVO)

ASHLEY REEVES, CIPM

Executive Vice President and Chief Verification Officer (CVO)

Ashley Reeves, CIPM is a Senior Vice President and heads our firm’s Global Investment Performance Standards (GIPS®) verification practice.

She has over 20 years of industry experience, with 16 directly involved in GIPS standards verifications. She was most recently with Total Performance Solutions LLC, where she provided a variety of performance-related services including systems selection and implementation, operational reviews, and GIPS standards consulting and support.

Previously, Ashley spent more than seven years working at Vincent Performance Services LLC, where she provided consulting and verification services to clients in North America, Europe, Asia, and Australia. Ashley also has extensive experience working for an asset manager: Western Asset Management Company, one of the world’s leading fixed income managers. She was the Supervisor of Performance where she managed the team that was responsible for, on a global basis, the performance measurement function, including the calculation, review, and analysis of performance and risk measures, performance reporting, and GIPS standards compliance.

Ashley began her career at Deloitte, providing audit and verification services to Southern Californian clients. She has presented at GIPS standards workshops, and has spoken on the GIPS standards and performance-related topics at various conferences throughout the United States. She has been an advisor to CFA Institute serving on the CIPM Examination Review Panel intermittently since 2017. In addition, she serves on the GIPS Standards Interpretations Subcommittee. Ashley received her B.A. in Business Economics from the University of California, Santa Barbara.

AReeves@SpauldingGrp.com

DOUGLAS SPAULDING

Senior Vice President-Editor

DOUGLASS SPAULDING

SENIOR VICE-PRESIDENT-EDITOR

Douglas is a Senior Vice President with The Spaulding Group and Editor of The Journal of Performance Measurement. He has been with the company since 2003. He received his Bachelor’s degree in Theatre Arts and English from Centenary College in 2003. In January 2013, Douglas received his MFA in creative writing from Fairleigh Dickinson University. Along with The Journal, Doug is responsible for the production of The Spaulding Series as well as other publications.

Doug has completed 18 Tough Mudder events, and has participated in several other endurance races.

​DougSpaulding@SpauldingGrp.com

JENNIFER BARNETTE, CIPM

Vice President

JENNIFER BARNETTE, CIPM

Vice President

Jennifer Barnette, CIPM, is a Vice President in the firm’s Global Investment Performance Standards (GIPS) verification practice. She conducts GIPS and non-GIPS verifications, as well as GIPS examinations.

Jennifer has over 20 years of industry experience. Prior to joining The Spaulding Group, Jennifer spent 10 years with Chevy Chase Trust, a high net worth investment advisor, and ASB Capital Management, an affiliated institutional asset manager. She was the Managing Director of Performance Measurement & Analytics, leading the team responsible for measuring, managing and reporting performance and analytics across diverse asset classes, and for GIPS compliance. She also has extensive experience in investment operations, including overseeing the administration of investment systems at several firms. She started her career as an equity research analyst, where she published numerous reports for Wall Street investment banks. She has been asked to speak on topics related to performance, client reporting, and investment operations at various industry conferences, and is an active volunteer for CFA Institute supporting the CIPM Program. She is a graduate of Old Dominion University.

JBarnette@SpauldingGrp.com

KATHLEEN SEAGLE, CIPM

Senior Verifier

KATHLEEN SEAGLE, CIPM

Senior Verifier

Kathleen is a Senior Verifier with 15 years of industry experience. Prior to joining The Spaulding Group, Kathleen developed a portfolio analytics function for River Road Asset Management, an institutional investment management firm and affiliate of Affiliated Managers Group, Inc. She had the opportunity to join River Road shortly after its inception, where she established and supported its attribution, performance, ex-post risk, client, and executive reporting functions. She was responsible for process implementation, data integrity, projects, and chaired their GIPS Working Group.

Kathleen was an advisory board member for the Journal of Performance Measurement, a member of the Performance Measurement Forum, and a past volunteer for the CFA Institute supporting the CIPM Program. Kathleen attended Purdue University and enjoys hiking and art.

kseagle@SpauldingGrp.com

LINDA BURK

Vice President, Administration

LINDA BURK

Vice President, Administration

Linda joined The Spaulding Group in February 2012 as an Office Manager. Linda received an Associate’s Degree in Communication from Union County College in 2000, and a Bachelor’s Degree in Journalism from Rutgers University in 2002. Prior to joining The Spaulding Group, Linda worked in administrative roles at Union County College and as an Editorial Reviewer with Lexis Nexis Martindale-Hubbell.

​LBurk@SpauldingGrp.com

JEAN BRYER

Administrative Assistant

JEAN BRYER

Administrative Assistant

Jean joined the Spaulding Group in 2017 as a Personal Assistant to David Spaulding. She holds a BFA in Illustration from Moore College of Art and Design in Philadelphia, and has worked in numerous administrative support roles as well as Graphic Design and Event Planning.

JBryer@SpauldingGrp.com

ED SINKINSON

Vice President – Sales

ED SINKINSON

Vice President – Sales

Ed has over 30 years of industry experience, providing back office portfolio accounting and performance measurement software and support to corporate and public pension plans. He was most recently with Broadridge Financial Solutions, where he was the Vice President, Operations for the investment accounting division. Ed spent most of his career with Financial Control Systems, Inc. starting as an account supervisor and later becoming the Vice President and General Manager. He holds a Bachelor of Arts degree in Industrial Psychology from Penn State University, a Master of Arts degree in Industrial Psychology from West Chester University, and an MBA in Economics and Finance, also from West Chester University.

Ed lives in Lewes, Delaware with his wife, Colleen. He enjoys playing with his two grandchildren, bicycling, rucking, anything fitness related and being outside near the water. He has completed multiple Goruck events, and multiple charity bicycle rides benefiting the National Multiple Sclerosis Society.

ESinkinson@SpauldingGrp.com

ANDREW TONA

Vice President, Marketing and Business Development

ANDREW TONA

Vice President, Marketing and Business Development

Andrew joined The Spaulding Group in July 2014. He has been involved with sales and marketing for the firm, as well as assisting with the production of The Journal of Performance Measurement® and other publications produced by TSG Publishing. Andrew also acts as the firm’s Event Planner. Prior to joining TSG, he spent eight years at NetJets Inc., as a manager on their marketing team focusing on event marketing for high-net-worth clients as well as providing sales support to the Sales Team. Andrew supports sales efforts for Asset Owners and Institutional Asset Managers. Andrew holds a B.A. in Political Science from Rider University.

​ATona@SpauldingGrp.com

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