Spencer Brandt
Wealth Management Intern @Hermitage Wealth Management, Inc
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WORK HISTORY
Wealth Management Intern @Hermitage Wealth Management, Inc
Richmond, VA, US
Participated in weekly team strategy meetings and multiple live client meetings, conducting needs assessment on corporate and personal accounts to institute necessary changes in defined contribution retirement plansAudited and verified a database of over 200 entries related to corporate retirement plan education programs, ensuring data integrity and improving accuracy by 95% for use in client-facing materials for compliance reportingReviewed and analyzed alternative investment funds—including real estate, private equity, and hedge fund offerings, for client suitability, contributing insights to advisor recommendations for high-net-worth portfoliosCollaborated on the development of an AI, data-driven, client segmentation model targeting a portfolio of 500+ wealth clients, incorporating metrics such as AUM, engagement level, and service needs to enhance marketing precision and advisor allocation
EDUCATION
Blue Ridge Community College
Dual Enrollment
Florida State University
Real Estate
Florida State University - Herbert Wertheim College of Business
Finance, Real Estate
Wilson Memorial High School
Advanced Studies High School Diploma
Shenandoah Valley Governor's School
Advanced STEM Studies Diploma
Liberty University
Master of Business Administration - MBA, Real Estate Development
ABOUT SPENCER BRANDT
Recent graduate of Florida State University with a Bachelor of Science in Commercial Real Estate, driven by a strong passion for property investment, market analysis, and urban development. Eager to deepen my expertise through a graduate program in real estate or finance. I’m committed to building a career at the intersection of real estate strategy and financial analysis, with the goal of creating long-term value in dynamic markets.
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