Spencer Taylor
New York 300 Madison Ave, 7th Floor New York, NY 10017
PHONE NUMBER:
212-259-3800
TOLL-FREE:
800-773-3469
FAX NUMBER:
212-259-3888
Spencer G. Taylor
Associate
Spencer Taylor is a client service associate for CIBC Private Wealth in New York. In this role, he works closely with senior relationship managers to provide comprehensive client service and ongoing account administration.
Prior to joining the firm, Spencer served as a private wealth intern at BOK Financial where he reallocated portfolios, researched and recommended funds, and tracked portfolio returns.
He earned a Bachelor of Business Administration degree in finance from Southern Methodist University.
Representing CIBC National Trust Company and CIBC Private Wealth Advisors, Inc.
Latest financial insights & resources
CIBC Private Wealth experts provide ongoing analysis and insights on what investors should consider
for their portfolios and wealth plans during these uncertain times.