Spencer Clark
Head of Private Markets & Thematic Investments | CFA, CAIA- Phone514.934.3565
- Emailsclark@richter.ca
- SocialLinkedin
Pragmatic, analytical, affable.
Known for his thoughtful and steady approach, Spencer brings a genuine dedication to every client relationship. He combines deep financial expertise with an innate understanding of people, allowing him to anticipate client needs and provide tailored guidance that resonates with their goals. Approachable and insightful, Spencer has become a trusted advisor for those seeking strategic private market investments.
In his role, he leads the sourcing, due diligence, and monitoring of investments across private equity, credit, and thematic areas. His extensive experience and analytical skill enable him to identify high-potential opportunities and guide investments that align seamlessly with RFO’s strategic objectives.
Beyond his technical expertise, Spencer is valued for his personal commitment to client success. He ensures each investment decision reflects both RFO’s standards and his clients’ unique aspirations, building long-term relationships rooted in trust and shared vision.
*Richter Family Office is a registered trade name. The Richter Family Office group is comprised of Richter LLP and its subsidiary,
RFO Capital Inc., a registered portfolio manager. Richter LLP is an independent firm that provides family office, accounting, tax and business consulting services, with wealth, investment advisory, portfolio management and consolidated wealth reporting services provided via RFO Capital Inc.
Fields of Expertise
- Private market and alternative investments
- Investment manager due diligence
- Portfolio construction
- Implementation and ongoing oversight of investment solutions
Academic Background
- Chartered Alternative Investment Analyst (CAIA), 2020
- 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
- CAIA Canada
- Chapter Member, Since 2020
- Montreal CFA Society
- Member, Since 2018
- Autorité des marchés financiers (AMF)
- Portfolio Manager, Since 2017
Public Recognition
- The evolution of portfolio construction and management for ultra-high-net-worth families. Evercore State of the Market 2024, January 2024.
- Quoted in “Four top concerns of wealthy Canadian families for 2024”, Canadian Family Offices, December 2023.
- Quoted in “After the gold rush: Family offices approach tech investing with caution”, Canadian Family Office, September 2023.
Spencer’s Expertise
Creating And Managing Your Wealth
Since inception, we have been driven by independence and objectivity. We are not beholden to one investment solution or limited by the number of investment opportunities available to us.
Preparing Your Next Generation – Financial Literacy Program
Richter’s Financial Literacy program is a customizable way to educate family members around key areas of family wealth and business management.
Giving Back To The Community – Philanthropy
Charitable giving is often an expression of your core values; it represents you and your legacy to the community. It can also be a family project that brings the next generation into the fold in a meaningful way.
Navigating Family Dynamics – Governance
With great wealth comes great responsibilities towards the community, family members and generations to follow. Developing clear governance systems ensures family harmony and, ultimately, intergenerational success.
Estate and Tax Planning to Protect your Legacy
Integrating your tax structuring is crucial for all ultra-high-net-worth families. This includes will planning, the use of trust, estate planning, and investment structure optimization — all of which maximizes tax efficiencies and minimizes the burden on you and the next generations.
Keeping Your Family Safe
Life insurance can be an investment for families to provide liquidity at death or for philanthropic objectives. We help you evaluate if life insurance can meet objectives.