Spencer Epps is an experienced finance professional currently serving as an Associate in Private Markets at iCapital since June 2025. Prior to this role, Spencer worked at NewEdge Wealth, focusing on Private Wealth Management for international families from December 2023 to May 2025. Previously, Spencer was an Associate Financial Advisor at Stelvio Wealth Partners, where responsibilities included managing 35 household accounts, optimizing underperforming portfolios, and generating over $6 million in managed funds. Spencer's early career included internships at Stelvio Wealth Partners, Alvarez & Marsal Capital, and Rhone, gaining diverse experience in wealth management, private equity, and business operations. Spencer holds a Bachelor's degree in International Relations with a focus on Entrepreneurship and Economics from Santa Clara University and has completed a summer course in Sports Management at UCLA Anderson School of Management.
This person is not in the org chart
This person is not in any teams
This person is not in any offices