James F. Spencer

James F. Spencer has extensive work experience in the finance industry. James F. began their career as an Investment Officer and Research Analyst at Wells Fargo Investment Advisors in 1979. After two years, they joined Kidder Peabody as a VP and Research Analyst for specialty chemicals. In 1989, they moved to Schroder Wertheim &Co., Inc. as Director and Research Analyst for specialty chemicals. In 1996, they joined Atlantic Trust Pell Rudman, where they held various roles including Portfolio Manager, Chief Operating Officer, and Chief Equity Officer. In 2003, they became the Chief Investment Officer at Cambridge Trust Company.

James F. Spencer completed their high school education at Canterbury School from 1967 to 1969. James F. then pursued a Bachelor of Science (B.S.) degree in Management at Babson College from 1969 to 1973. Additionally, they obtained the CFA charterholder certification in 1982. No further information is available on the institution where they obtained this certification, or the specific month and year.