CAP STRAT
Spencer Yurkowitz has a range of work experience in various roles and industries. Spencer began their career as an Instructor at Mathnasium - The Math Learning Center in 2016 and held this position until August 2017. In 2017, they joined UW-Madison, Division of Information Technology (DoIT) as a Course Migration Assistant and worked there until May 2018. Following this, Spencer worked at the UW Natural Resources Institute as a Fiscal Management Assistant from May 2018 until May 2020. Currently, they are employed at CAP STRAT, where they initially started as an Analyst in July 2020 and has progressed to the role of Senior Analyst since January 2023.
Spencer Yurkowitz completed their Bachelor of Business Administration (BBA) degree in Economics and Finance, Investment & Banking from the University of Wisconsin-Madison between the years 2016 and 2020. Prior to that, they attended Whitefish Bay High School from 2012 to 2016. In November 2019, Spencer also obtained a certification in BMC Core Concepts from Bloomberg LP.
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CAP STRAT
CAP STRAT is an employee-owned, SEC Registered Investment Advisor specializing in independent institutional investment and retirement advisory services, private wealth and asset management solutions. We are a fully independent firm. Neither our firm nor any of our associates have any affiliation to any broker/dealer, investment manager, bank, recordkeeper, insurance company etc. The value of absolute independence is evident in the conflict free research, advice and investment recommendations that we provide our clients. In addition, as a Registered Investment Advisor only, we are prohibited from receiving any compensation from investment managers. All of our revenue is generated from the flat, annual retainers we charge and that are paid to us by our clients. Our institutional pools of assets include defined benefit plans, defined contribution (401(k), 403(b)), 457 and non-qualified plans) operating accounts, endowments and foundations. A highly specialized and growing firm, we have built a powerful, independent research team so clients can rely on our independent perspective and assurance that recommendations are made solely in their best interest. Capital Strategies serves as a 3(21) or 3(38) fiduciary advisor for all the clients we serve. Our mission is to help our clients fulfill their fiduciary duties and successfully manage their investment programs. Our firm is comprised of highly skilled, multi-disciplinary professionals with significant experience in investment strategy, research, retirement strategy, plan design, compliance, employee engagement, communication and education and provider management. Capital Strategies was founded in 2003 by Will Woodall, Nancy Rizzuto, and Barbara Best.