Spencer Weiss

Associate, Investments

As an Associate on the Investments team, Spencer plays an important role in analyzing investment portfolios, facilitating trading, and providing investment analytics. He provides valuable information within his research using fundamental analysis, valuation models, and other metrics.

Before joining the team, Spencer worked with Broadridge as an AR Analyst and interned with American Investment Properties.

Spencer brings a positive attitude and humor to the team. Outside of the office, he enjoys stand-up comedy and cheering for his favorite sports teams – the Jets, Knicks, and Yankees.

Previous Experience

  • Portfolio Analyst at GM Advisory Group
  • AR Analyst at Broadridge

Education & Credentials

  • BS, Binghamton University, Economics

*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.