Phil Spencer
Directeur de la Recherche - Actions chez Saratoga Research & Investment Management
Profil
Mr. Philip A.
Spencer, CFA, is a Director of Research, Analyst & Portfolio Manager at Saratoga Research & Investment Management.
He joined Saratoga in 2009 as the firm’s 4th full-time employee.
As Director of Research, he oversees the research activity of the investment team and has a leadership role in our perpetual effort to seek incremental enhancement of our investment process.
He is co-portfolio manager for the firm's equity strategies and has primary research, security selection and trading responsibilities for the consumer staples portion of the portfolios.
He received his BA in Economics from Brown University.
Postes actifs de Phil Spencer
| Sociétés | Poste | Début |
|---|---|---|
Saratoga Research & Investment Management
 Saratoga Research & Investment Management Investment ManagersFinance Saratoga Research & Investment Management (SaratogaRIM) is an independent, SEC-registered investment advisor headquartered in Saratoga, California. The firm was founded by Kevin Tanner in 1995. SaratogaRIM manages separately managed accounts for high-net-worth individuals, retirement accounts, trusts, endowments and foundations across the US. They also oversee investment models on model delivery platforms across the US and Canada. | Directeur de la Recherche - Actions | 01/06/2009 |
Formation de Phil Spencer
| Brown University | Undergraduate Degree |
Expériences
Fonctions occupées
Relations
Relations au 1er degré
Entreprises liées au 1er degré
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Sociétés liées
| Entreprise privées | 1 |
|---|---|
Saratoga Research & Investment Management
Saratoga Research & Investment Management Investment ManagersFinance Saratoga Research & Investment Management (SaratogaRIM) is an independent, SEC-registered investment advisor headquartered in Saratoga, California. The firm was founded by Kevin Tanner in 1995. SaratogaRIM manages separately managed accounts for high-net-worth individuals, retirement accounts, trusts, endowments and foundations across the US. They also oversee investment models on model delivery platforms across the US and Canada. | Finance |