Spencer Yurkowitz

Spencer Yurkowitz is a Director, Investment Research based in Oakbrook Terrace, Illinois, performing in-depth analysis on investment managers including analyzing manager style, strategy, and execution. He evaluates a fund’s ability to generate desired investment returns and suggests managers for client portfolios. He also assists in developing the firm’s economic and financial market outlook.

Before joining SageView in 2025, Spencer was a Senior Analyst at CAP STRAT. He earned his bachelor’s degree in economics, finance, investment and banking from the University of Wisconsin in Finance and Accounting.