Spencer Taylor is a Senior Associate at CIBC Private Wealth, where they manage individual and institutional client portfolios with an emphasis on financial analysis and investments. They previously held roles as an intern at notable firms, including Morgan Stanley, BOK Financial, and WestRock Company, where they gained hands-on experience in portfolio management, financial modeling, and strategic analysis. Spencer earned a Bachelor of Business Administration in Finance from Southern Methodist University in 2020 and is currently based in Dallas, TX.
Location
Dallas, United States