Matthew Spencer
Institutional Director at BF/Anderson & Company | Baton Rouge, Louisiana, United States
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Matthew Spencer serves as the Institutional Director at BF/Anderson & Company, where he seamlessly integrates multiple roles to drive the firm’s investment strategies and operational efficiency. With a robust background in finance, bolstered by a B.S. from Louisiana State University, Matthew has cultivated a wealth of knowledge through hands-on experience in the financial sector. His multifaceted role encompasses trading, compliance oversight, strategic planning, and technology management, making him a quintessential 'Jack of All Trades' in the investment landscape.
At BF/Anderson, Matthew conducts all trading functions for over $30 million in assets, meticulously overseeing portfolio allocation, order execution, and daily account reconciliation. His expertise in asset allocation and strategic financial planning ensures that client portfolios are not only compliant with current regulatory standards but also optimized for performance. Matthew’s commitment to maintaining rigorous compliance protocols is evident in his meticulous management of required filings, which safeguards the firm against regulatory pitfalls.
In addition to his trading and compliance responsibilities, Matthew plays a pivotal role in client relations, assisting investors in the ongoing management of their portfolios. His ability to establish and nurture business relationships with commercial vendors enhances the firm’s operational capabilities, allowing for a more streamlined investment process. Proficient in tools like Microsoft Excel and PowerPoint, he leverages technology to enhance reporting and strategic analysis. Matthew’s diverse skill set, combined with his dedication to continuous learning and adaptation, positions him as a key asset to BF/Anderson & Company and its clients in an ever-evolving financial landscape.
Institutional Director at BF/Anderson & Company in May 2008 to Present
Switchboard Operator (Intern) at Townsquare Media in January 2006 to January 2006
Broadcast Assistant (Intern) at Louisiana Public Broadcasting / Louisiana Educational TV Authority in January 2003 to January 2003
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Investments
Microsoft Excel
Microsoft Office
Social Media
Portfolio Management
Financial Analysis
Asset Management
Strategic Planning
Wealth Management
Asset Allocation
Marketing
Strategic Financial Planning
PowerPoint
Series 65
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Discover more about BF/Anderson & CompanyWhat is Matthew Spencer email address?
Email Matthew Spencer at [email protected] and [email protected]. This email is the most updated Matthew Spencer email found in 2026.
What is Matthew Spencer phone number?
Matthew Spencer phone number is +12252849468 and +12257725805.
How to contact Matthew Spencer?
To contact Matthew Spencer send an email to [email protected] or [email protected]. If you want to call Matthew Spencer try calling on +12252849468 and +12257725805. (updated on October 31, 2024)
What is Matthew Spencer net worth?
Matthew Spencer has an estimated net worth of $750,000 to $999,999
What company does Matthew Spencer work for?
Matthew Spencer works for BF/Anderson & Company
What is Matthew Spencer's role at BF/Anderson & Company?
Matthew Spencer is Institutional Director
What industry does Matthew Spencer work in?
Matthew Spencer works in the Financial Services industry.
Matthew Spencer Email Addresses
Matthew Spencer Phone Numbers
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