Spencer Carver
Advisor AssociateSpencer is an advisor associate in our New York City office, supporting the local team of advisors by assisting with every step of the financial planning process, helping to devise investing strategies, and serving as a point of contact for clients.
Previously, he worked as an investment banking analyst for PricewaterhouseCoopers, also completing several industry internships. He holds a degree in finance from Indiana University’s Kelley School of Business.
Originally from Pasadena, CA, Spencer currently resides in Hoboken, NJ. An avid golfer, skier, and Patriots fan, he also enjoys exercising, traveling, and spending time with family and friends.
Previous Experience
- Investment Banking Analyst at PricewaterhouseCoopers Corporate Finance LLC
- Financial Analyst Intern at Anvil Advisors
Education & Credentials
- BS, Indiana University – Kelley School of Business, Finance
- Series 7, 63, and 79 licenses
*Please Note: Limitations. The achievement of any professional designation, certification, degree, or license, recognition by publications, media, or other organizations, membership in any professional organization, or any amount of prior experience or success, should not be construed by a client or prospective client as a guarantee that he/she will experience a certain level of results or satisfaction if Wealthspire is engaged, or continues to be engaged, to provide investment advisory services.
