Spencer Weiss

Spencer Weiss is a Portfolio Analyst at Wealthspire Advisors in New York, NY, where he plays a key role on the investments team analyzing client portfolios, facilitating trading, and generating analytics for portfolio management. His responsibilities include conducting asset allocation, supporting risk management, and contributing to portfolio construction—focusing on diversified, disciplined investment strategies and rigorous due diligence in public equities, fixed income, and liquid alternatives. He also assists in maintaining portfolio guidelines tailored to client goals and risk profiles.

Spencer’s professional background includes previous experience as a Portfolio Analyst at GM Advisory Group and an AR Analyst at Broadridge, giving him broad exposure to institutional investment operations and portfolio analytics. At Wealthspire, he collaborates with senior investment professionals to deliver consistent performance and support impact investing initiatives aligned with clients’ values.

He holds a Bachelor’s degree in Economics from Binghamton University, combining strong academic credentials with hands-on expertise in investment analytics, manager selection, and quantitative portfolio modeling. Spencer’s contributions to Wealthspire include his role in trading execution, portfolio risk reviews, and supporting thought leadership at industry events, further evidencing his commitment to professional excellence and client service in wealth management.