Spencer Francis

Spencer Francis is a Private Equity Associate at StartEngine since November 2024, previously serving as an Investment Specialist and Director of Wealth at Linqto from September 2022 to October 2024. Prior experience includes roles as an Internal Sales Consultant at Janus Henderson Investors from March 2022 to September 2022 and Institutional Case Manager at TIAA from August 2019 to March 2022, where responsibilities included providing retirement plan solutions and educating clients on investment options. Spencer also worked as a Financial Consultant at TIAA, coordinating with plan sponsors and advising on retirement strategies. Earlier, an Investment Consultant Intern at Francis Investment Counsel involved supporting CFA teams in researching investment managers. Spencer holds a Bachelor of Arts in Economics from Carleton College, completed in 2019, and possesses Series 6 and 63 licenses along with a Colorado Health and Life Insurance License.