ADVISORY ASSOCIATE

Spencer Fonseca

Biography

Spencer joins us full-time as an Associate. In his role, he performs investment and financial analysis, services client relationships, and works directly with our broader operations, reporting, technology, and compliance departments.

Prior to joining our team full-time, Spencer interned at AdvicePeriod as a Summer Analyst, where he focused on proposal generation and Ultra-High-Net-Worth portfolio management.

He graduated Cum Laude from The University of Georgia where he received a Bachelor in Business Administration in Finance, a minor in Philosophy, and a certificate in Entrepreneurship. While attending UGA, Spencer participated in many investment and business societies. In his free time, Spencer pursues a wide range of interests, which include attending music and art festivals, playing tennis, and serving as an activist in the LQBTQ(IA+) community.

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