Profile
Mr. Spencer S.
Marsh is Senior Managing Director & Portfolio Manager at Beacon Trust Co.
Prior to joining Beacon Trust, Mr. Marsh served as managing director in the private client group at E.M.
Warburg Pincus & Co., where he managed portfolios for high net worth individuals, foundations and profit-sharing accounts.
Mr. Marsh received a bachelor’s degree in economics from Princeton University and received a master’s degree from New York University’s Graduate School of Business.
Mr. Marsh is a CFA charterholder and certified investment counselor.
Spencer Scott Marsh active positions
| Companies | Position | Start |
|---|---|---|
Beacon Trust Co.
Beacon Trust Co. Investment ManagersFinance Beacon Trust focuses on preserving and enhancing client's wealth through personalized financial planning and investment management, keeping their client’s best interests first. The firm’s investment solutions include internal, proprietary strategies as well as access to external institutional managers with unique offerings. Steadfast attention to their market and economic outlook is key drivers of their decision making. Portfolios are constructed to meet financial objectives while maintaining diversity, flexibility and nimbleness. | Portfolio Manager-Equities | - |
Training of Spencer Scott Marsh
Experiences
Positions held
Active
Inactive
Listed companies
Private companies
Connections
1st degree connections
1st degree companies
Male
Female
Members of the board
Executives
Linked companies
| Private companies | 3 |
|---|---|
Beacon Trust Co.
Beacon Trust Co. Investment ManagersFinance Beacon Trust focuses on preserving and enhancing client's wealth through personalized financial planning and investment management, keeping their client’s best interests first. The firm’s investment solutions include internal, proprietary strategies as well as access to external institutional managers with unique offerings. Steadfast attention to their market and economic outlook is key drivers of their decision making. Portfolios are constructed to meet financial objectives while maintaining diversity, flexibility and nimbleness. | Finance |
New York University
New York University Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
Princeton University
Princeton University Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
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