Chief Investment Officer
Spencer joined our firm in 2013. Before starting here, he worked as a Data Analyst at Wahl Clipper Corporation. Spencer graduated from Southern Illinois University – Edwardsville with a B.S. degree in mathematics and a minor in business administration. Spencer is the recipient of the NAAIM 2016 Wagner Award for his winning paper discussing active management. Here, Spencer worked to achieve his CIMA ®, Certified Investment Management Analyst, designation in 2020.
- Series 65, Investment Advisor
Investments & Wealth Institute (The Institute) is the owner of the certification marks “CIMA®,” and “Certified Investment Management Analyst®.” Use of CIMA® or Certified Investment Management Analyst® signifies that the user has successfully completed The Institute’s initial and ongoing credentialing requirements for investment management consultants