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Spencer Epps, Aams Email & Phone Number
Associate, Private Markets
at
iCapital
LinkedIn matched
✓ Verified Jul 2026
3 data sources
Profile completeness 86%
Current company
Role
Associate, Private Markets
Location
New York, United States
Company size
Who is Spencer Epps, Aams? Overview
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Quick answer
Spencer Epps, Aams is listed as Associate, Private Markets at iCapital, a with 1864 employees, based in 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
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iCapital
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Profile bio
About Spencer Epps, Aams
Spencer Epps, Aams is a Associate, Private Markets at iCapital.
Current workplace
Spencer Epps, Aams's current company
Company context helps verify the profile and gives searchers a useful next step.
Icapital
7 roles
Spencer Epps, Aams work experience
A career timeline built from the work history available for this profile.
Role listed
Associate Financial Advisor
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 80 meetings with potential clients and industry professionals such as estate planning attorneys, accountants, and marketing specialistsEfficiently executed daily ad hoc tasks and due diligence procedures for all clientele, demonstrating meticulous attention to detailFostered personal connections with both new and existing clients through proactive communication and a deep understanding of their individual needsPresented outlooks and recommendations in a polished and professional mannerPrepared client tax documentation and managed account openings, including facilitating rollovers from IRA/401(k) accountsConducted market research, along with individual investment analysis in respect to equity capital markets to support portfolio balancing and replacement strategies; assisted with Required Minimum Distributions (RMDs) Utilized cold and warm outreach strategies, followed by diligent follow-up, to cultivate new client relationships
Aug 2022 - Dec 2023
Private Wealth Management Analyst
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
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
Aug 2019 - Sep 2019
Team & coworkers
Colleagues at iCapital
Other employees you can reach at icapitalnetwork.com. View company contacts for 1864 employees →
DK
Daniel Kuziora
Colleague at IcapitalGreater Hartford, United States
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SB
Samuel Beshany
Colleague at IcapitalNew York, United States
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KS
Kimberly Smith Hess
Colleague at IcapitalNew York, United States
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PM
Pedro Martins
Colleague at IcapitalPortugal
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WS
Wes Sturdevant
Colleague at IcapitalNew Providence, New Jersey, United States
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SK
Sarah Kate Murphy
Colleague at IcapitalUnited States
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CD
Collin Dorenkott
Colleague at IcapitalJacksonville, Florida, United States
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AP
Anna Petty
Colleague at IcapitalNew York, United States
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TS
Thomas Saunders
Colleague at IcapitalOakville, Ontario, Canada
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TO
Tamlyn Olivier
Colleague at IcapitalNew York, United States
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Daniel Kuziora
Colleague at IcapitalGreater Hartford, United States
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SB
Samuel Beshany
Colleague at IcapitalNew York, United States
View →
KS
Kimberly Smith Hess
Colleague at IcapitalNew York, United States
View →
PM
Pedro Martins
Colleague at IcapitalPortugal
View →
WS
Wes Sturdevant
Colleague at IcapitalNew Providence, New Jersey, United States
View →
SK
Sarah Kate Murphy
Colleague at IcapitalUnited States
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CD
Collin Dorenkott
Colleague at IcapitalJacksonville, Florida, United States
View →
AP
Anna Petty
Colleague at IcapitalNew York, United States
View →
TS
Thomas Saunders
Colleague at IcapitalOakville, Ontario, Canada
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TO
Tamlyn Olivier
Colleague at IcapitalNew York, 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, Private Markets at iCapital.
Where is Spencer Epps, Aams based?
Spencer Epps, Aams is based in 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 Daniel Kuziora, Samuel Beshany, Kimberly Smith Hess, Pedro Martins, and Wes Sturdevant.
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.
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