James William Spence
Founder at Spence Asset Management
Profile
Mr. James W.
Spence is a Director at Westwind Capital, Inc. He co-founded the firm in 1992.
He is the co-creator of the model and strategy Spence Asset Management follows in managing the equity positions at the firm.
From his decades of experience navigating the markets he assists in formulating tacitical and asset allocation decisions within the firms investment strategy.
Mr. Spence started in the investment industry in 1983 with Quinn and Company.
At the time, Quinn and Company was the only New Mexico based member of the New York Stock Exchange.
As a result of a merger, he joined A.G.
Edwards and Sons.
In 1992, he left A.G.
Edwards and Sons to form Spence Asset Management formerly known as Lord, Spence and Associates.
Mr. Spence graduated with honors from New Mexico State University, with a Bachelor of Arts Degree in Individualized Studies.
James William Spence active positions
| Companies | Position | Start |
|---|---|---|
Spence Asset Management
 Spence Asset Management Investment ManagersFinance Westwind Capital, Inc. (WWC) is an independent, employee-owned, registered investment firm headquartered in Las Cruces, New Mexico with an additional office in Denver, Colorado. Originally founded in 1992 as Lord, Spence & Associates, the business was formerly a partnership between Roger Lord and James Spence. In 2000, James Spence and Kristi Spence became sole owners and changed the firm’s name to Spence Asset Management. In 2024, the firm became Westwind Capital, Inc. WWC provides investment management services in separately managed accounts that are tailored to an individual client's investment objective. | Founder | 01/01/1992 |
Former positions of James William Spence
| Companies | Position | End |
|---|---|---|
Raymond James & Associates, Inc.
 Raymond James & Associates, Inc. Financial ConglomeratesFinance Raymond James & Associates, Inc. (RJA) is a registered broker-dealer headquartered in St. Petersburg, Florida. The firm was founded in 1962 and is a subsidiary of Raymond James Financial, Inc. (NYSE: RJF), a diversified holding company. RJA offers a full array of capital markets services, strategic advice and planning for institutional investors. | Corporate Officer/Principal | 01/01/1999 |
A.G. Edwards & Sons, Inc.
 A.G. Edwards & Sons, Inc. Investment Banks/BrokersFinance A.G. Edwards & Sons, Inc. is a full-service brokerage firm. A.G. Edwards equity research team covers a wide range of industries including: consumer discretionary, consumer staples, energy, financials, health care, industrials, information technology, material, telecommunication services and utilities. They also provide fixed-income research in the utility, auto, banking and finance, and telecom industries. A.G. Edwards was founded in 1887 by General Albert Gallatin Edwards and his son Benjamin Franklin Edwards. They are a broker/dealer subsidiary of A.G. Edwards, Inc. They are a member of the SIPC. | Corporate Officer/Principal | - |
Dolphin Technology, Inc.
 Dolphin Technology, Inc. Packaged SoftwareTechnology Services Part of ITT, Inc., Dolphin Technology, Inc. is a company that designs, develops, and fields solutions and provides engineering services to facilitate secure information sharing. The company is based in Rome, NY. Dolphin Technology was acquired by ITT Corp. on January 02, 2008. | Corporate Officer/Principal | - |
BK Technologies, Inc.
 BK Technologies, Inc. Telecommunications EquipmentElectronic Technology BK Technologies, Inc. engages in the provision of two-way radio communications equipment. Its brands include BK Technologies, BK Radio and RELM. The company was founded in February 1960 and is headquartered in West Melbourne, FL. | Corporate Officer/Principal | - |
Training of James William Spence
| New Mexico State University | Undergraduate Degree |
| University of Kansas | Graduate Degree |
Experiences
Positions held
Connections
1st degree connections
1st degree companies
Male
Female
Members of the board
Executives
Linked companies
| Private companies | 5 |
|---|---|
BK Technologies, Inc.
BK Technologies, Inc. Telecommunications EquipmentElectronic Technology BK Technologies, Inc. engages in the provision of two-way radio communications equipment. Its brands include BK Technologies, BK Radio and RELM. The company was founded in February 1960 and is headquartered in West Melbourne, FL. | Electronic Technology |
A.G. Edwards & Sons, Inc.
A.G. Edwards & Sons, Inc. Investment Banks/BrokersFinance A.G. Edwards & Sons, Inc. is a full-service brokerage firm. A.G. Edwards equity research team covers a wide range of industries including: consumer discretionary, consumer staples, energy, financials, health care, industrials, information technology, material, telecommunication services and utilities. They also provide fixed-income research in the utility, auto, banking and finance, and telecom industries. A.G. Edwards was founded in 1887 by General Albert Gallatin Edwards and his son Benjamin Franklin Edwards. They are a broker/dealer subsidiary of A.G. Edwards, Inc. They are a member of the SIPC. | Finance |
Raymond James & Associates, Inc.
Raymond James & Associates, Inc. Financial ConglomeratesFinance Raymond James & Associates, Inc. (RJA) is a registered broker-dealer headquartered in St. Petersburg, Florida. The firm was founded in 1962 and is a subsidiary of Raymond James Financial, Inc. (NYSE: RJF), a diversified holding company. RJA offers a full array of capital markets services, strategic advice and planning for institutional investors. | Finance |
Spence Asset Management
Spence Asset Management Investment ManagersFinance Westwind Capital, Inc. (WWC) is an independent, employee-owned, registered investment firm headquartered in Las Cruces, New Mexico with an additional office in Denver, Colorado. Originally founded in 1992 as Lord, Spence & Associates, the business was formerly a partnership between Roger Lord and James Spence. In 2000, James Spence and Kristi Spence became sole owners and changed the firm’s name to Spence Asset Management. In 2024, the firm became Westwind Capital, Inc. WWC provides investment management services in separately managed accounts that are tailored to an individual client's investment objective. | Finance |
Dolphin Technology, Inc.
Dolphin Technology, Inc. Packaged SoftwareTechnology Services Part of ITT, Inc., Dolphin Technology, Inc. is a company that designs, develops, and fields solutions and provides engineering services to facilitate secure information sharing. The company is based in Rome, NY. Dolphin Technology was acquired by ITT Corp. on January 02, 2008. | Technology Services |
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