Spectrum Asset Management Overview

  • Founded
  • 1987
  • Status
  • Acquired/​Merged
  • Latest Deal Type
  • M&A
  • Financing Rounds
  • 1

Spectrum Asset Management General Information


Provider of investment returns services to insurance companies, investment companies, pension and profit sharing plans, charitable organizations, and corporations. The company's services include management of equity, fixed income, and balanced mutual funds for its clients.

Contact Information

Ownership Status
(Operating Subsidiary)
Financing Status
Corporate Backed or Acquired
Primary Industry
Other Financial Services
Other Industries
Other Capital Markets/Institutions
Asset Management
Primary Office
  • 2 High Ridge Park
  • Suite 2
  • Stamford, CT 06905
  • United States
+1 (203) 000-0000
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Spectrum Asset Management Valuation & Funding

Deal Type Date Amount Valuation/
Post-Val Status Debt

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Spectrum Asset Management Executive Team (9)

Name Title Board Seat Contact Info
Mark Lieb Founder, President & Chief Executive Officer
Jean Orlando Chief Financial Officer
Matthew Byer JD Chief Operating Officer
Joseph Hanczor Chief Compliance Officer
Lewis Jacoby Chief Investment Officer
You’re viewing 5 of 9 executive team members. Get the full list »