As the Chief Investment Officer for Iron Point Capital Management, Jeff Spitzmiller chairs the Investment Committee, which is responsible for the research and investment policy functions for the firm’s managed programs. Jeff oversees the firm’s macro analysis as well as a specialization in U.S. economic and bond market data. Mr. Spitzmiller earned a Bachelor of Business Administration degree with a major in Finance from Miami University in Oxford, Ohio. He also has a Master of Science degree in Management with specialization in Banking and Financial Services Management from Boston university. He is a Chartered Financial Analyst (CFA) Charterholder, a Certified Fund Specialist (CFS), and holds a Series 7 securities license. Articles authored by Jeff have appeared in Personal Financial Planning and The Ohio CPA Journal.

As a member of the Investment Committee, Amar Chauhan provides ongoing monitoring and research of mutual fund, sub-account and Exchange Traded Fund (ETF) investments for all IPCM’s managed programs in line with the long term/ short term investment strategies. Amar’s other duties include analysis of overseas financial markets and economies, oversight of portfolio trading for the programs, and providing case support concerning client portfolio analysis and construction. Mr. Chauhan graduated from the University of Missouri – Columbia with a Masters of Business Administration emphasizing Finance and a Bachelor of Science degree in Biological Sciences. He holds Series 7 and Series 66 securities licenses. Amar has gained invaluable diversified financial services experience with Merrill Lynch and Union Planters Bank, N.A.

Jim Worden’s responsibilities as part of the Investment Committee include the oversight of the U.S. equity markets. Duties here include sector and industry analysis as well as domestic market cap and style analysis. Jim also oversees all of the quantitative screening models the committee uses as part of its decision making process. Jim graduated from Brigham Young University – Hawaii with a Bachelor of Science degree in International Business Management and a Minor in Information Systems. He holds Series 7, 63 and 65 securities licenses. Jim is currently enrolled in the CFA Institute’s Chartered Financial Analyst program and is a CFA Candidate. Jim is also a member of the CFA Institute. Mr. Worden has gained invaluable experience working with clients as a financial consultant and equity research analyst at previous firms – Prudential Securities, Wells Fargo Securities, and Sierra Capital Investors.