Spencer Klein Location
- Austin, TX, US
Spencer Klein Work
- 2025 - now Principal @
- 2015 - 2025 Principal @
- 2013 - 2015 Analyst @
- 2012 - 2012 Summer Analyst @
Spencer Klein Education
- The University of Texas at Austin - Red McCombs School of Business
BBA Finance (Finance, Accounting)
2009 - 2013 - Torrey Pines High School 2005 - 2009
Spencer Klein Skills
- Series 79
- Series 63
- Bloomberg
- Valuation
- Finance
- Investments
- Equities
- Strategic Financial Planning
- Financial Modeling
- Financial Analysis
- Microsoft Excel
- PowerPoint
- Microsoft Office
- Microsoft Word
- FINRA
- Data Analysis
- Corporate Finance
Spencer Klein Summary
- Spencer Klein, based in Austin, TX, US, is currently a Principal at Blue Sage Capital. Spencer Klein brings experience from previous roles at Capital Southwest and J.P. Morgan. Spencer Klein holds a 2009 - 2013 BBA Finance in Finance, Accounting @ The University of Texas at Austin - Red McCombs School of Business. With a robust skill set that includes Series 79, Series 63, Bloomberg, Valuation, Finance and more. Spencer Klein has 3 emails and 2 mobile phone numbers on RocketReach.
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Top Blue Sage Capital Employees
Charles Branch
Vice President
Austin, TX, US
Jim McBride
Founding Partner
Austin, TX, US
Barrett Lauer
Head of Business Development
Austin, TX, US
Jack Cardwell
Partner
Austin, TX, US
Gary Trowbridge
V.P.
American Fork, UT, US
Joe Haddad
Principal
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Madison Baetz
Associate
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Lill Laney
OWNER
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Nolan D’Souza
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Eric W.
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