Stephen Spencer, CIMA®
Managing Director
Steve provides advice and counsel to institutional clients on all areas of fund oversight including asset allocation, portfolio structure and rebalancing, performance monitoring, manager selection, spending policy and overall investment policy. Steve joined the firm in 2000 and is a member of the Endowment & Foundation Business Council.
He co-authored The Practical Guide to Managing Nonprofit Assets (John Wiley & Sons) and was a contributing author to Nonprofit Asset Management: Effective Investment Strategies and Oversight (Wiley Nonprofit Authority). Steve received a BA in Economics from the University of New Hampshire. He obtained the title Certified Investment Management Analyst (CIMA®) from the Investments & Wealth Institute™ accreditation program at the Wharton School of Business and is a member of the Investments & Wealth Institute™. Steve is involved with fundraising efforts for the American Diabetes Association and JDRF.
He co-authored The Practical Guide to Managing Nonprofit Assets (John Wiley & Sons) and was a contributing author to Nonprofit Asset Management: Effective Investment Strategies and Oversight (Wiley Nonprofit Authority). Steve received a BA in Economics from the University of New Hampshire. He obtained the title Certified Investment Management Analyst (CIMA®) from the Investments & Wealth Institute™ accreditation program at the Wharton School of Business and is a member of the Investments & Wealth Institute™. Steve is involved with fundraising efforts for the American Diabetes Association and JDRF.
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.
