Spencer Morgan
Portfolio Specialist at Cantor Fitzgerald Asset Management
- Role
- Portfolio Specialist, Public Markets at Cantor Fitzgerald
- Location
- San Diego, CA, US
- LinkedIn followers
- 500 followers
About Spencer Morgan
At TBM Consulting Group, contributed to pre-site preparation, operational and financial analysis, and due diligence efforts, ensuring seamless data management through Virtual Data Room (VDR). Played a key role in developing actionable insights and recommendations, supporting site diagnostics, and creating client-facing reports and presentations. Previous experience as Assistant Vice President at Cantor Fitzgerald involved managing portfolios, consulting clients on investment objectives, and generating trade orders. Supported the portfolio management team and Investment Policy Committee by analyzing market conditions and contributing investment ideas. Adept at leveraging critical thinking and collaboration to drive client-centric solutions and organizational goals.
Experience
Portfolio Specialist, Public Markets
Jan 2026 — Present
Education
Gonzaga University
Bachelor’s Degree, Business Administration with a concentration in Finance and minor in Sports Management
2012 — 2016
University of San Diego
Master of Business Administration - MBA
2018 — 2020
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