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Spencer Mckee

Planning Associate

Waldron Private Wealth

United States, Pennsylvania, Pittsburgh

About Me

Spencer focuses on generating new planning ideas that best serve the client. He joined Waldron in the summer of 2022, right after graduating from Saint Vincent College with a degree in Finance and Mathematics. At Waldron, Spencer works on various tasks in the Planning Department that directly support his team members in serving clients. He is mainly responsible for crafting client deliverables, creating financial projections, and researching the latest trends and strategies in financial services. Outside of the office, Spencer enjoys golfing and working on his car and is an avid fan of Pittsburgh professional sports teams. He resides in Pittsburgh.

Profile Information

Planning Associate

Waldron Private Wealth

Investment Team

Investor

RIA/Wealth Manager/Asset Manager

Pittsburgh

Pennsylvania

United States

May 23, 2025

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