Portfolio Manager & Investment Advisor
Spencer joined Iron Gate Global Advisors in 2018 as an investment advisor and portfolio manager. He has a breadth of experience in private equity, portfolio management, professional and collegiate basketball, and coaching. Spencer enjoys working with clients to put together their financial plans, wipe away debt, and work toward goals like home ownership, college planning, and building wealth. Spencer is passionate about the services Iron Gate offers: portfolio management with a successful track record of value investing and options trading, financial planning, and private client services.
Prior to joining Iron Gate, Spencer was an assistant coach for the Utah State University (USU) men’s basketball team in charge of recruiting, defensive strategy, and development of the power forwards and centers. He also worked as an Associate Director at Cicero Partners, where he leveraged the firm’s successful consulting services to build their private equity group from the ground up. He created the structure, procedures, and analytical tools for the firm to evaluate and execute deals.
Spencer earned an MBA and a bachelor’s degree in finance from USU, where he also played for the legendary Aggie basketball team. After finishing his education in 2005, Spencer signed a free-agent contract with the Utah Jazz. He played professional basketball in Germany, Italy, Greece, and Spain until 2015 when he joined Cicero Group.
Spencer and his wife have four children. They love to travel and spend time outdoors together as a family. Spencer enjoys golfing and coaching his children’s sports teams.