Spencer Carver
Spencer is a senior 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. Professional designations, certifications, degrees, or licenses, recognition by publications or organizations, membership in professional organizations, or prior experience or success should not be construed by a client or prospective client as a guarantee of a certain level of results or satisfaction if Wealthspire is engaged, or continues to be engaged, to provide investment advisory services.