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Client Relationship Manager | CFA, CAIA, CIM

Spencer Clark

Spencer Clark

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 Manager 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

Academic Background

  • Chartered Financial Analyst (CFA), 2018
  • Chartered Investment Manager (CIM), 2014
  • B. Comm – Finance, John Molson School of Business – Concordia University, 2009

Professional and Community Involvement

  • Autorité des marchés financiers (AMF), Portfolio Manager – Since 2017
  • Regular Member, Montreal CFA Society

Spencer’s expertise

Richter Family Office

We understand that the transfer of your wealth to future generations is about far more than just the dollars and cents. It’s about the transition of your legacy.

Managing your Wealth

Acting as your family’s Chief Investment Officer, our registered professionals provide fully independent wealth management advisory services to guide you in managing and stewarding your family’s financial assets.

Quarterbacking Complex Technical Issues

For our families, investment management is just one important issue: estate and tax planning in many cases is a more significant piece of a multi-generational framework.

Financial Literacy Program

Many business owners and families of significant means work hard to prepare their businesses for their next generation. A crucial aspect of that process, often overlooked, focuses on preparing the next generation for the business.

Giving Back: Philanthropy

Charitable giving is often an expression of your family’s core values; it represents who you are and what you aspire your legacy to be. In order to maximize the impact of your philanthropy, you must ensure that your giving is effective and that your gifts are used in a way that reflects your intent.

The Family Dynamics

Family enterprises are complex systems, whether they operate in the context of an operating family business or as stakeholders in a large passive investment corporation.

Family Account Management

High net worth families face specific complexities: multiple types of investments, sophisticated legal structures, complicated compliance requirements, as well as unique challenges relating to cash management.
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