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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
| Organization | Role | Date Range | Details |
|---|---|---|---|
| Ironwood Investment Counsel | Associate | Jul 2022 to Present | — |
| Voya Investment Management | Analyst | Oct 2017 to Jun 2022 | — |
| Longboard Asset Management | Portfolio Consultant | Oct 2016 to Oct 2017 | — |
| Equity Methods | Financial Reporting Associate | Jan 2016 to Sep 2016 | — |
| AIG | Intern | Jun 2015 to Aug 2015 | — |
| Estancia Capital Management, LLC | Private Equity Analyst Intern | May 2014 to Aug 2014 | — |
| ABLE Financial Group, LLC | Wealth Management Intern | May 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)
| Name | Role | Location |
|---|---|---|
| Portfolio Manager | Scottsdale, AZ , United States | |
B Bruce Williams | Partner | Scottsdale, AZ , United States |
| Senior Associate | Scottsdale, AZ , United States | |
| Managing Partner | Scottsdale, AZ , United States | |
| Portfolio Manager | Scottsdale, AZ , United States | |
| Associate | Scottsdale, AZ , United States | |
| Portfolio Manager | Phoenix, AZ , United States | |
| Associate | Scottsdale, AZ , United States |
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| Managing Partner, Portfolio Manager | Redwood Investment Management, LLC | Scottsdale, AZ , United States | |
| Portfolio Manager | Trajan Wealth LLC | Phoenix, AZ , United States | |
D David Busch | Co-Chief Investment Officer | Trajan Wealth LLC | Scottsdale, AZ , United States |