Spencer, in his role as Associate, Client Service at NewEdge Wealth, is a crucial asset to the team. Tasked with supporting various team functions, he excels in providing exceptional service. With a background as an Associate Financial Advisor at Stelvio Wealth Partners, Spencer brings a wealth of experience to his current position, holding Series 66, Series 7, and SIE licenses.
A graduate of Santa Clara University, he earned his Bachelor of Science in Political Science with a concentration in International Relations and a minor in Entrepreneurship. Originally from Darien, CT, he spent the last five years in Northern California and now calls New York City home.
Outside of the workplace, Spencer values quality time with friends and family. His interests span from golf and exercise to travel and wakeboarding, along with watching and playing sports. His multifaceted background and commitment to service make him a valuable member of the NewEdge team.