Spencer Woolfolk

Spencer Woolfolk is an accomplished finance professional with extensive experience in wealth management and investment analysis. Currently serving as Vice President at CAZ Investments since April 2024, Spencer has previously held key roles at BMO Wealth Management - U.S., including Private Wealth Advisor, Senior Wealth Analyst, and Wealth Analyst from November 2021 to April 2024. Prior to that, Spencer worked as a Senior Investment Specialist at Bank of America Merrill Lynch and as a Collateral Analyst at Credit Suisse. Early career experience includes a Market Research Internship at Delta Executive Search and a Summer Internship at Clinton Group, Inc., where responsibilities involved financial analysis and monitoring investment performance. Spencer holds a Bachelor of Science in Finance from Elon University, earned in 2017.