Spencer Ross, CFA, Vice President, joined Neuberger in 2021. Spencer is an Associate Portfolio Manager for the Fraenkel Group, a portfolio management team within Neuberger. He works closely with the team’s Senior Portfolio Managers and is responsible for implementing the team’s investment strategy, including providing research recommendations, portfolio allocations, and daily portfolio management. Spencer holds FINRA Series 7 & 66 licenses and has been awarded the Chartered Financial Analyst® designation. Previously, he was a data analyst at QI Venture Partners, a boutique venture capital firm. Spencer received his BA in Economics from Swarthmore College and an MS, with honors, in Data Science from Fordham University.
Let us know if you’d like to be introduced to this advisor.
