Phil Spencer, CFA

Director of Research, Analyst & Portfolio Manager

Phil Spencer joined SaratogaRIM in 2009 as the firm’s 4th full-time employee. As Director of Research, Phil 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 is also responsible for the implementation of the firm’s sub-management of a '40 Act Fund.

Professional Experience & Designations

• Chartered Financial Analyst (CFA)

• Interned with SaratogaRIM

Education

• Carnegie Mellon University

  • M.S. Business Analytics

• Brown University

  • B.A. Economics

Fun Facts

• Motorsport enthusiast; can often be found at the prestigious race tracks in the region

• Played football at Brown University and was a member of the 2005 Ivy League Championship squad

• Grew up in Saratoga, CA