Profile
Mr. Aleksandr Spencer, CFA, is a Chief Investment Officer at Bogart Wealth LLC.
He is a market strategist and oversees the firm’s investment assets and models.
He leads the portfolio research, construction, management, and trading functions.
Prior to joining Bogart Wealth, Mr. Spencer built a solid foundation in finance.
As an analyst for ProShares Advisors LLC, he managed mutual funds and exchange traded funds (ETF’s) benchmarked to US Treasuries, Investment Grade and High Yield corporate bonds and Currency indices.
He then moved to the equity world, managing Nasdaq, Dow and Russell index based funds.
Finally, Mr. Spencer moved to more complex ETFs subject to S&P 500 volatility and managed futures mandates.
The funds he oversaw carried assets under management as high as $5.1 billion, taking positions in both cash securities and derivative instruments.
He also has been involved in ETF product development and counter party credit risk management.
Mr. Spencer also holds a Charter Financial Analyst
Aleksandr Spencer active positions
| Companies | Position | Start |
|---|---|---|
Bogart Wealth LLC
Bogart Wealth LLC Investment ManagersFinance Bogart Wealth aims to preserve and maximize client's inter-generational wealth. The firm uses a combination of fundamental and technical methods of analysis and manages client accounts through model portfolios. Client allocation amongst the model portfolios is generally determined by reference to the household's risk management profile. | Chief Investment Officer | 01/08/2016 |
Training of Aleksandr Spencer
Experiences
Positions held
Active
Inactive
Listed companies
Private companies
Linked companies
| Private companies | 2 |
|---|---|
Roanoke College
Roanoke College Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
Bogart Wealth LLC
Bogart Wealth LLC Investment ManagersFinance Bogart Wealth aims to preserve and maximize client's inter-generational wealth. The firm uses a combination of fundamental and technical methods of analysis and manages client accounts through model portfolios. Client allocation amongst the model portfolios is generally determined by reference to the household's risk management profile. | Finance |
- Stock Market
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- Aleksandr Spencer
















