Client Advisory

Biography

Spencer is a Principal in the Cleveland office. He is responsible for developing client and prospect relationships and raising the profile of Cerity Partners in Cleveland.

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 as an intern in 2013.

 

Education

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

Highlights

  • Serves on the Board of Trustees for the Lorain Historical Society and sits on its Executive, Finance, and Investment committees
  • Member of the Advisory Council for Elyria Catholic High School and serves on the school’s Diversity & Inclusion Task Force
  • Member of the Business Advisory Board for IPride Life Coaching

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By clicking “Submit”, you acknowledge that we collect your name, email address and phone number to respond to your inquiries and provide you information about our products and services in accordance with our Privacy Policy. If you are a California resident, please see our CCPA Notice to California Residents.