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As an Investment Portfolio Associate on First Business Bank's Private Wealth team, Spencer Frey applies analytical expertise to support client investment strategies. After serving as an Investment Analyst Intern for two years, Spencer brings valuable experience producing comprehensive performance reports, conducting attribution analysis, and researching market trends related to macroeconomics, fundamentals, and valuation. He collaborates closely with other Private Wealth experts to contribute insights derived from data analysis and helping develop models to evaluate various asset categories.
Spencer earned his Bachelor of Business Administration in Finance and International Business from the University of Wisconsin-Madison and holds a Bloomberg Market Concepts certification. His entrepreneurial experience as a business founder demonstrates the initiative and practical business acumen that enhances his contributions to the team and clients.
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