Bio

Spencer joined VRA in 2023 and is primarily responsible for identifying and advising prospective clients, originating and managing strategic referral relationships, and covering financial sponsors. His diverse industry background in private equity, and asset and wealth management help counsel prospective clients on the various paths to achieving their objectives. Prior to joining the firm, Spencer was a Senior Associate at Georgia Oak Partners, a private equity firm in Atlanta. While with Georgia Oak Partners, he was responsible for leading efforts in sourcing new investment opportunities across the Southeast. Prior to Georgia Oak Partners, he worked at Bernstein Private Wealth. Spencer began his career at Deutsche Bank, where he advised insurance companies on their investment strategy and portfolios. Spencer received a BS degree from Vanderbilt University, where he was a member of the Vanderbilt Men's Golf Team. He earned his Chartered Financial Analyst (CFA) designation in 2021.