Spectrum Investment Advisors has announced changes to its top leadership as part of the succession plan:
- Manuel Rosado has been appointed President;
- Matthew Demet will be Senior Vice President of Business Development; and
- Jonathan Marshall will remain as Chief Investment Officer and Chief Compliance Officer.
Founder James Marshall will vacate his role as president and serve as Chairman and Ambassador.
Rosado, a partner of the firm, will focus on the executional management and overall success of the company. Demet, who has been a partner of the firm for six years and has been in the retirement plan and investment management industry since 1989, will focus on strategic business development and overall sales.