Client Advisory

Biography

Spencer is a Senior Principal in the Cleveland office. He is a member of the wealth management team, providing comprehensive wealth management services to individuals and families, corporations, and non-profit organizations.

Prior to joining Cerity Partners, Spencer was a Financial Analyst with Marsh, Berry & Company where he worked to provide independent insurance brokers with M&A activity, valuations, and business planning. He also previously worked for Spero-Smith Investment Advisers.

In his spare time, Spencer enjoys coaching basketball and football, the outdoors, and serving in the community.

Education

  • BBA in Finance from John Carroll University
  • MBA from John Carroll University

Highlights

  • Serves as President of the Board of Trustees for the Lorain Historical Society
  • Member of The Steak Club Foundation

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