CoverProfile

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

More profiles to browse

Profile Photo
Michael Krol
Partner and Head of Wealth Advisory
RW
Robert Wyche
Partner and Managing Director
KS
Kevin Searfoss
Senior Wealth Advisor and Wealth Counselor
BG
Benjamin Greenfeld
Partner & Chief Investment Officer

You Might Like

PM
Prtima MISHRA1
Software Engineer
PA TEST
RM
Robert Miller
Chief Compliance Officer
Oakmont Corporation
ML
Mary Limburg
Trader & Client Service Specialist
Pennsylvania Capital Management
BD
Bruce Davidson
Chief Compliance Officer & Operations Specialist
Claremont Financial Group Inc