Spencer Clark

CIM

Client Relationship Associate

Contact

Phone: 514.934.3565
Address: 1981 McGill College, 11th Floor
Montréal, QC H3A 0G6

Services:

Richter Family Office

Spencer Clark provides personalized wealth management solutions to high net worth families. With deep market knowledge and portfolio expertise, Spencer is able to customize an investment plan tailored specifically to the family’s needs and goals.

Prior to joining Richter Family Office, Spencer worked at BlackRock, the world’s largest asset manager, with exchange traded funds (ETF). He was responsible for supporting wealth management clients with ETF model portfolios and sharing the firm’s market views. He also worked previously as a Portfolio Management Assistant at PH&N Investment Counsel, where he was tasked with portfolio and risk management responsibilities for high net worth individuals. Spencer began his career as an Analyst in the Group Savings and Retirement division of Standard Life Canada.

As a Client Relationship Associate with Richter Family Office, Spencer designs, recommends, and implements investment policies and regularly monitors portfolios to ensure they are aligned with his clients’ objectives, while coordinating professionals in the areas of insurance, estate planning, and taxation. He is able to anticipate his clients’ needs and has a unique ability to manage complex situations in order to provide families with holistic advice.

Fields of expertise

  • Asset Allocation
  • Alternative Investments
  • Portfolio construction
  • Implementation and ongoing oversight of investment portfolio

Professional and community involvement

  • Chartered Financial Analyst (CFA) Level 3 Candidate

Academic background

  • Chartered Investment Manager (CIM), 2014

  • B. Comm – Finance, John Molson School of Business – Concordia University, 2009