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Spectrum Investment Advisors Announces Key Leadership Changes

Practice Management

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.