Brian F. Spengemann, Jr. CFA

Brian F. Spengemann, Jr. CFA has a diverse work experience spanning various roles in the finance industry. Brian F. started their career at Bankers Trust Company in 1994, where they worked in Global Markets Proprietary. From 1997 to 1999, they worked at Lehman Brothers in Program Trading/ Index Arbitrage.

In 1999, Brian joined Credit Suisse, where they played a role in Global Portfolio Sales and Trading/ ETFs until 2007. Brian F. then moved to Merrill Lynch, where they worked in Portfolio Sales and Trading/ ETFs from 2007 to 2008. Brian subsequently joined UNX in 2009, working in Portfolio Sales and Trading, before transitioning to J.P. Morgan in 2011.

At J.P. Morgan, Brian held the position of Global Portfolio Trading/ ETFs from 2011 to 2017. In 2018, they participated in the Harvard Business Analytics Program, where they completed the Executive Program.

In 2019, Brian founded AGENA Investment Management, a role they currently hold. Brian F. is responsible for the overall operations and strategic direction of the firm.

Most recently, Brian has begun working at Tethys Technology in 2022, focusing on Business Development and Research.

Throughout their career, Brian has gained extensive experience in portfolio sales and trading, ETFs, as well as program trading and index arbitrage.

Brian F. Spengemann, Jr., CFA graduated with a BA degree in Classics, Mathematics, and Philosophy from St. John's College in the year 1992. In 1990, they briefly studied German at Middlebury College, and in 2008, they also studied Portuguese at Middlebury College. In 2014, Brian obtained the Chartered Financial Analyst (CFA) certification from the CFA Institute. In addition, they hold various certifications in Finra Series 3, 7, 9, 24, 55, and 63, although the institutions and dates of achievement are not specified. Lastly, in 2022, Brian commenced their studies in the Harvard Business Analytics Program, although the degree and field of study are yet to be determined.