CoverProfile

Spencer Marsh

Senior Managing Director, Portfolio Manager

Beacon Trust

United States, New Jersey, Morristown

About Me

Spencer Marsh is a Senior Managing Director and co-manager of the Beacon Core Equity Strategy. 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 (CIC).

Profile Information

Senior Managing Director, Portfolio Manager

Beacon Trust

Investment Team,Operations Team

Investor

Multi-Family Office

Morristown

New Jersey

United States

Aug 29, 2025

Work Experience

Beacon Trust

Senior Managing Director, Portfolio Manager Present
Email: smarsh@beacontrust.com

More profiles to browse

Profile Photo
Adam Hermon
Financial and Investment Strategy Leader
Profile Photo
Mike Holt
Managing Director, Wealth Strategist
EC
Erman Civelek
Senior Vice President, Investment Strategist & Portfolio Manager
RC
Richard Cawthorne
Managing Director

You Might Like

DZ
Donna Zanetti
Manager of Client Services
Pennsylvania Capital Management
BD
Bruce Davidson
Chief Compliance Officer & Operations Specialist
Claremont Financial Group Inc
LA
Lily Akopyan
Executive Assistant
Oakmont Corporation
RA
Richard A. Davies
Partner, COO & CCO
O‘Brien Wealth Partners LLC