Spencer Epps, Aams
AeroLeads people directory · profile

Spencer Epps, Aams Email & Phone Number

Associate, NewEdge Wealth at iCapital
Location: New York, New York, United States 6 work roles 3 schools
LinkedIn matched
✓ Verified May 2026 3 data sources Profile completeness 86%

Contact Signals

LinkedIn Profile matched
3 free lookups remaining · No credit card
Current company
iCapital
Role
Associate, NewEdge Wealth
Location
New York, New York, United States
Company size
1864 employees

Who is Spencer Epps, Aams? Overview

A concise factual answer block for searchers comparing this professional profile.

Quick answer

Spencer Epps, Aams is listed as Associate, NewEdge Wealth at iCapital, a company with 1864 employees, based in New York, New York, United States. AeroLeads shows a matched LinkedIn profile for Spencer Epps, Aams.

Spencer Epps, Aams previously worked as Associate at Newedge Wealth and Associate Financial Advisor at Stelvio Wealth Partners. Spencer Epps, Aams holds Bachelor'S Degree, Political Science And International Relations, Entrepreneurship, Economics from Santa Clara University.

Company email context

Email format at iCapital

This section adds company-level context without repeating Spencer Epps, Aams's masked contact details.

iCapital

Review company-level records connected to Spencer Epps, Aams before choosing the right outreach path.

View email format View company profile Management contacts
Profile bio

About Spencer Epps, Aams

Spencer Epps, Aams is a Associate, NewEdge Wealth at iCapital.

Current workplace

Spencer Epps, Aams's current company

Company context helps verify the profile and gives searchers a useful next step.

iCapital
Icapital
Associate, NewEdge Wealth
New York, New York, United States
Website
icapitalnetwork.com
Employees
1864
AeroLeads page
Company profile
View company profile Email format
6 roles

Spencer Epps, Aams work experience

A career timeline built from the work history available for this profile.

Role listed

Icapital

New York, New York, United States

Associate

Current
Newedge Wealth

Stamford, Connecticut, US

International Families Group & Investments

Dec 2023 - Present

Associate Financial Advisor

Stelvio Wealth Partners

Old Greenwich, Connecticut, US

Provided comprehensive oversight for 35 household accounts, successfully transitioning 8 underperforming, concentrated accounts into well-managed diversified portfoliosGenerated over $6 million in managed funds within initial 6 months of registrationExecuted 400+ trades encompassing equities, fixed income securities, and derivative contractsEngaged in over.

Aug 2022 - Dec 2023

Private Wealth Management Analyst

Stelvio Wealth Partners

Old Greenwich, Connecticut, US

Reported directly to founder and developed models for clients targeting specific returns, sectors and portfolio goalsResearched/created excel databases for competitive analysis and new client procurementEngaged in daily discussions about client portfolios and strategies; presented new ideas to colleagues

Jun 2021 - Aug 2021

Private Equity Analyst Intern

Alvarez & Marsal Capital

Greenwich, CT, US

Reported directly to Head of Investor Relations, Management Learned entire fundraising cycle and investor communication processConducted research and provided analysis of PPM's from various private equity funds

Sep 2020 - Oct 2020

Business Operations Intern/Apprentice

Rhone

Stamford, Connecticut, US

Aug 2019 - Sep 2019
Team & coworkers

Colleagues at iCapital

Other employees you can reach at icapitalnetwork.com. View company contacts for 1864 employees →

CS Curtis Sample Curtis Sample Colleague at Icapital New York, New York, United States, United States View → ED Emma Danielson Emma Danielson Colleague at Icapital New York, New York, United States, United States View → MG Maureen Gleeson Maureen Gleeson Colleague at Icapital Hong Kong, Hong Kong SAR, Hong Kong View → RL Ricardo Loureiro Ricardo Loureiro Colleague at Icapital Lisboa, Lisbon, Portugal, Portugal View → JJ John J. Leonard John J. Leonard Colleague at Icapital New York City Metropolitan Area, United States View → MG Matthew Garwood Matthew Garwood Colleague at Icapital Mchenry, Illinois, United States, United States View → AS Adelbert Serrano Adelbert Serrano Colleague at Icapital New York, New York, United States, United States View → DB Deborah Barnhart Deborah Barnhart Colleague at Icapital New York, New York, United States, United States View → WM William Massey William Massey Colleague at Icapital New York City Metropolitan Area, United States View → WC William Childs William Childs Colleague at Icapital New York City Metropolitan Area, United States View →
3 education records

Spencer Epps, Aams education

Bachelor'S Degree, Political Science And International Relations, Entrepreneurship, Economics

Santa Clara University

Education record

Westminster School

Summer Course, Sports Management

Ucla Anderson School Of Management
FAQ

Frequently asked questions about Spencer Epps, Aams

Quick answers generated from the profile data available on this page.

What company does Spencer Epps, Aams work for?

Spencer Epps, Aams works for iCapital.

What is Spencer Epps, Aams's role at iCapital?

Spencer Epps, Aams is listed as Associate, NewEdge Wealth at iCapital.

Where is Spencer Epps, Aams based?

Spencer Epps, Aams is based in New York, New York, United States while working with iCapital.

What companies has Spencer Epps, Aams worked for?

Spencer Epps, Aams has worked for Icapital, Newedge Wealth, Stelvio Wealth Partners, Alvarez & Marsal Capital, and Rhone.

Who are Spencer Epps, Aams's colleagues at iCapital?

Spencer Epps, Aams's colleagues at iCapital include Curtis Sample, Emma Danielson, Maureen Gleeson, Ricardo Loureiro, and John J. Leonard.

How can I contact Spencer Epps, Aams?

You can use AeroLeads to view verified contact signals for Spencer Epps, Aams at iCapital, including work email, phone, and LinkedIn data when available.

What schools did Spencer Epps, Aams attend?

Spencer Epps, Aams holds Bachelor'S Degree, Political Science And International Relations, Entrepreneurship, Economics from Santa Clara University.

Find 750M verified contacts

Search by job title, company, industry, location, and seniority. Export verified B2B contact data when you need it.