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Spencer Heath

Spencer Heath

Associate at Ironwood Investment Counsel, LLC

Phoenix, AZ , United States

About

Spencer Heath is an Associate at Ironwood Investment Counsel in Phoenix, AZ, where he focuses on supporting client portfolios through research, analysis, and investment strategy implementation across diverse asset classes. He is a member of the firm’s investment team, contributing to the management of investment portfolios for high-net-worth individuals, families, foundations, and retirement plans.

Previously, Spencer was an Analyst at Voya Investment Management, where he specialized in investment analysis and portfolio consulting, and a Portfolio Consultant at Longboard Asset Management, with experience in alternative strategies and risk management. His background spans US equities, fixed income, and alternative asset classes, with particular focus on multi-asset portfolios and disciplined risk controls.

Spencer holds both a Master of Science in Finance and a Bachelor of Science in Business Administration (Finance) from the Eller College of Management at the University of Arizona. His expertise includes investment research, asset allocation, due diligence, and supporting the delivery of personalized investment solutions.

Career History

OrganizationRoleDate RangeDetails
Ironwood Investment CounselAssociateJul 2022 to Present
Voya Investment ManagementAnalystOct 2017 to Jun 2022
Longboard Asset ManagementPortfolio ConsultantOct 2016 to Oct 2017
Equity MethodsFinancial Reporting AssociateJan 2016 to Sep 2016
AIGInternJun 2015 to Aug 2015
Estancia Capital Management, LLCPrivate Equity Analyst InternMay 2014 to Aug 2014
ABLE Financial Group, LLCWealth Management InternMay 2013 to Aug 2013

Education

University of Arizona, Eller College of Management

Master's Degree, Finance

2014 2015

University of Arizona, Eller College of Management

Bachelor of Science in Business Administration (BSBA), Finance

2010 2014

Others at Ironwood Investment Counsel, LLC (8)

NameRoleLocation
Barrett Geist
Barrett Geist
Portfolio ManagerScottsdale, AZ , United States
B
Bruce Williams
PartnerScottsdale, AZ , United States
John Ellison
John Ellison
Senior AssociateScottsdale, AZ , United States
Matthew Carter
Matthew Carter
Managing PartnerScottsdale, AZ , United States
Michael Lossing
Michael Lossing
Portfolio ManagerScottsdale, AZ , United States
Alek Sokoloski
Alek Sokoloski
AssociateScottsdale, AZ , United States
Greg Stott
Greg Stott
Portfolio ManagerPhoenix, AZ , United States
Kami Whisler
Kami Whisler
AssociateScottsdale, AZ , United States

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