Spencer D. Rand, CFA Asset Management Associate
Spencer started at Monument in December of 2012 as an Asset Management Associate. He is a member of our Asset Management Team, which is headed by Dave Armstrong. Spencer is our primary research associate and is heavily involved in the economic research that is essential to making decisions on our strategies. Once the Asset Management Team decides to make a change in one of our portfolios, Spencer is the one who executes the trades. To help ensure that portfolio performance is meeting the goals outlined in our Private Wealth PlansSM, Spencer coordinates closely with our Financial Planning Team.
Our clients can contact Spencer on:
■ General questions about our portfolios
■ Placing a trade
■ Questions about performance reports
Spencer graduated from Principia College with a B.A. in Computer Science and Business Administration, and is a CFA Charterholder. Prior to joining Monument, Spencer was a Senior Analyst at Gallagher Fiduciary Advisors. He is currently a member of the CFA Society of Washington. In his free time, Spencer enjoys exercising, playing the guitar and spending time with his wife and kids.
“It’s better to prepare than to predict.” Unknown
Chartered Financial Analyst (CFA) Charterholder
Awarded designation of Chartered Financial Analyst by CFA Institute
Licensed Financial Professional
Holds Series 7 and 66 LIcenses
U.S. News & World Report Contributor
Contributor to U.S. News & World Report‘s column, “The Smarter Investor”
Member of the CFA Society of Washington