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.
Spencer Mckee
Planning Associate
Waldron Private Wealth
United States, Pennsylvania, Pittsburgh
About Me
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
EV
Eric Vogt
Partner and Senior Wealth Strategist
Sarah Veverka
Investment Associate
NC
Nick Colaizzi
Investment Strategist
NU
Nick Urban
Wealth Management Analyst
You Might Like
RM
Robert Miller
Chief Compliance Officer
Oakmont Corporation
PM
Prtima MISHRA1
Software Engineer
PA TEST
ML
Mary Limburg
Trader & Client Service Specialist
Pennsylvania Capital Management
PG
Patricia Gee
Operations
Manhattan Family Office