Sean Randall Spencer
Mitglied des Investmentausschusses bei IMA Wealth, Inc.
Profil
Mr. Sean R.
Spencer is a Wealth Advisor & Portfolio Manager at IMA Wealth, Inc. He joined IMA Wealth in 2015 and serves as a member of our Investment Policy Committee.
He brings more than ten years of experience in the financial services industry including financial and credit analysis, new business development and portfolio management.
Prior to that, he most recently served as Portfolio Manager and Analyst with INTRUST Wealth Management.
He earned a Bachelor of Science degree in chemical business from Wichita State University in 2007.
Aktive Positionen von Sean Randall Spencer
Unternehmen | Position | Beginn |
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IMA Wealth, Inc.
IMA Wealth, Inc. Investment ManagersFinance IMA Wealth, Inc. is a registered investment advisor headquartered in Wichita, Kansas. The firm was founded by David Strohm and Margaret Hornbeck in 1999 as TrueNorth, Inc. They are a wholly-owned subsidiary of The IMA Financial Group, Inc. IMA Wealth provides families and businesses with wealth management and portfolio management solutions. | Mitglied des Investmentausschusses | 01.01.2015 |
Ausbildung von Sean Randall Spencer
Wichita State University | Undergraduate Degree |
Erfahrungen
Besetzte Positionen
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Börsennotierte Unternehmen
Private Unternehmen
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Private Unternehmen | 1 |
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IMA Wealth, Inc.
IMA Wealth, Inc. Investment ManagersFinance IMA Wealth, Inc. is a registered investment advisor headquartered in Wichita, Kansas. The firm was founded by David Strohm and Margaret Hornbeck in 1999 as TrueNorth, Inc. They are a wholly-owned subsidiary of The IMA Financial Group, Inc. IMA Wealth provides families and businesses with wealth management and portfolio management solutions. | Finance |