FOR IMMEDIATE RELEASE
For further information, please call:
Patrick W. Fowler, The Spaulding Group: 732-873-5700
Industry Veteran Todd Juillerat, CFA
Joins The Spaulding Group’s
Award Winning Verification Team
The most experienced, knowledgeable, and respected team of
GIPS® specialists in the world is getting even stronger
Somerset, NJ – December 2, 2019. The Spaulding Group, Inc. (TSG) announced today that it has hired Todd Juillerat, CFA, as a Senior Vice President to join its growing GIPS verification practice. Todd will officially join the firm on January 1, 2020.
“Given our continued growth in both GIPS and non-GIPS verification assignments, as well as the increases in consulting and in-house training, we decided to add another senior member to our team. Todd has been an industry leader for more than 20 years, and brings a wealth of knowledge, experience, and expertise to our firm. Todd’s background and abilities are a perfect match for our exclusive model of using only senior-level, experienced performance measurement professionals for verifications,” said Christopher D. Spaulding, TSG’s Executive Vice President of Business Development. “Adding Todd to The Spaulding Group’s GIPS verification team enhances our commitment to our industry, and strengthens our relationship with our clients.”
Todd has been actively involved in various industry associations, including his membership on the GIPS Executive Committee and on the advisory board of The Journal of Performance Measurement®. Most recently, Todd was a Managing Director and Head of Performance and Analysis for State Street Global Advisors. Prior to joining SSGA, Todd was with Invesco, where he was Senior Director and Head of Global Performance Measurement. Prior to that role, Todd was a Managing Director with JP Morgan Asset Management, where he spent 15 years in various leadership roles.
“I’m thrilled to be joining The Spaulding Group, an organization I’ve known and admired for many years. Their contributions to the performance, analytics and risk profession are innumerable, and I’m excited to utilize my experience to continue that strong tradition in serving our clients and the industry,” said Todd.
Todd earned a BS in Business Administration from Wake Forest University. Todd served on the GIPS Executive Committee (member), Americas Regional Investment Performance Subcommittee (chair), Promotion & Awareness Committee (chair), AIMR-PPS Implementation Committee (member), and United States Investment Performance Committee (member) as well as participating in CIPM standard setting.
“We’ve known Todd for more than two decades, and are thrilled that he will be joining us,” said David D. Spaulding, DPS, CIPM, the firm’s founder and Chief Executive Officer. “His active involvement in the industry, reputation, knowledge, and experience make him a very much welcome addition to our team.”
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, GIPS and non-GIPS verification services, as well as unique and proprietary Software Certification and Operational Review services. It hosts both the Performance Measurement Forum and Asset Owner Round Table. The firm also sponsors the annual Performance Measurement, Attribution and Risk (PMAR) North America, West, 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, as well as ones specially designed for non-performance professionals and asset owners. TSG also publishes The Journal of Performance Measurement.