Spencer Anderson

Spencer Anderson, CFA, serves as an Investment Research Analyst at AMG National Trust Bank since September 2015, focusing on investment strategy selection, due diligence, and monitoring across various asset classes including mutual funds, hedge funds, and SMAs. Prior experience includes a role as a Senior Specialist in OTC Derivatives Operations at Brown Brothers Harriman, where responsibilities encompassed managing collateral operations for over $200 billion in client assets and overseeing trade settlements. Spencer also worked as a Compliance Analyst for Portfolio Surveillance, monitoring mutual funds for regulatory compliance, and briefly interned in Wealth Management at IPS Strategic Capital, contributing to investment research and client service. Academic credentials include a Bachelor's degree in Business Administration with concentrations in Finance, Entrepreneurial Studies, and History from the University of Colorado Boulder, complemented by a high school diploma from Notre Dame Prep.