ATB Financial
Daniel Spencer, CFA, has extensive experience in the finance and investment sector, currently serving as an Investment Counselor at ATB Private Counsel since March 2007, where previous roles included Senior Solutions Analyst, Associate Portfolio Manager, and Portfolio Associate. Daniel was the President of CFA Society Calgary from June 2016 to June 2017 and served on the Board of Directors for Programs at Calgary CFA Society from August 2013 to June 2015. Prior to joining ATB, Daniel worked as a Financial Advisor at TD Canada Trust from August 2005 to March 2007. Daniel holds a Bachelor of Arts in Economics from the University of Calgary, earned between 2001 and 2004.
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