Spencer Phua
About Spencer Phua
Spencer Phua is a Managing Director and Senior Credit Analyst with expertise in analyzing preferred stocks, particularly in the financial institutions, autos, and aircraft leasing sectors. He has held senior positions at various financial firms, including Prudential Financial, Voya Investment Management, Morgan Stanley, and currently Piper Sandler since 2020.
Work at Piper Sandler
Spencer Phua serves as the Managing Director and Senior Credit Analyst at Piper Sandler, a position he has held since 2020. In this role, he specializes in the analysis of preferred stocks, particularly focusing on financial institutions, autos, and aircraft leasing sectors. His work involves evaluating creditworthiness and providing insights that inform investment decisions. Based in the New York City Metropolitan Area, Phua contributes to the firm's reputation for thorough credit analysis.
Previous Experience in Financial Analysis
Prior to joining Piper Sandler, Spencer Phua held several significant positions in the finance sector. He worked at Morgan Stanley as an Executive Director and Senior Desk Analyst in Financials from 2015 to 2020. Before that, he was the Lead Analyst for Global Financials and Senior Vice President at Voya Investment Management from 2008 to 2015. His career began at Prudential Financial, where he served as VP Senior Analyst from 2006 to 2008, and he also worked as a Research Analyst at Lehman from 2003 to 2006.
Education and Expertise
Spencer Phua earned his MBA from Northwestern University, where he studied Finance, Accounting, and Strategy from 2001 to 2003. His educational background provides a strong foundation for his expertise in company fundamental analysis, particularly within the financial institutions, autos, and aircraft leasing industries. Phua combines his academic knowledge with practical experience to analyze credit risks effectively.
Leadership Skills in Credit Analysis
In addition to his technical expertise in credit analysis, Spencer Phua possesses leadership skills that enhance his role in financial analysis. His ability to lead teams and projects contributes to effective decision-making processes in investment strategies. Phua's leadership is evident in his previous roles, where he managed teams and guided analytical efforts in various financial sectors.