NEWS RELEASE

FOR IMMEDIATE RELEASE

For further information, please call:

Patrick Fowler, The Spaulding Group: 732-873-5700

The Spaulding Group Promotes Stephen S. Sobhi to

Senior Vice President – Business Development

Somerset, NJ – June 20, 2017. David Spaulding, CEO and Founder of The Spaulding Group, announced today the promotion of Stephen Sobhi to the position of Senior Vice President – Business Development.

“Steve joined our firm in 2012, and has been an exceptional part of our team. Steve has been involved with GIPS® his entire career and has been instrumental in growing that part of our business. He is dedicated to his craft, always looks out for others, and has a tremendous personality,” said David Spaulding. “His work ethic and commitment to the company have made him a tremendous asset to our organization. As our GIPS Verification practice continues to experience tremendous growth, Steve will be instrumental in our continued success. I personally thank and congratulate Steve for his success.”

“I’m honored by the promotion and excited to be a part of such a great team of professionals who are dedicated to serving our current and future clients at the highest level in the GIPS verification industry,” said Steve Sobhi.

Steve spent his first 12 years in the industry working for another global verification firm where his responsibilities included business development, marketing, client service, and consulting with and verifying investment advisors’ claim of GIPS compliance throughout North America, Europe, and South America. In addition, Steve has spoken globally on the topic of GIPS compliance, and has been published in a number of industry journals and newsletters. Steve received a B.S. in Accounting from Boston College, and is an Expert Level CIPM candidate.

With offices in the New York City and Los Angeles metropolitan areas, The Spaulding Group, Inc. is the leader in providing investment performance measurement information, through its products and services. TSG provides consulting along with GIPS and non-GIPS verification services; offers unique and proprietary Software Certification and Operation Review services; publishes The Journal of Performance Measurement®, a quarterly publication launched in 1996; and hosts the Performance Measurement Forum. The firm also sponsors the annual Performance Measurement, Attribution and Risk (PMAR) North America and Europe conferences. TSG’s Institute of Performance Measurement offers performance measurement training, including both performance fundamentals and attribution courses, a class on portfolio risk, and two CIPM exam preparation courses. For more information visit www.gipsverifications.com and www.spauldinggrp.com.

#

Free Subscription!

The Journal of Performance Measurement

The Performance Measurement Resource.

Click to Subscribe