Spencer Kaufman

Spencer Kaufman

Equity Research Associate @ UBS

About Spencer Kaufman

Spencer Kaufman is an Equity Research Associate currently working at UBS since 2021, with prior experience at Deutsche Bank, Bank of America Merrill Lynch, and EY. He graduated Summa Cum Laude from Tulane University with a Bachelor's Degree in Finance.

Current Role at UBS

Spencer Kaufman currently serves as an Equity Research Associate at UBS, a position he has held since 2021. In this role, he is responsible for analyzing market trends and providing insights to support investment decisions. His experience in equity research allows him to contribute effectively to the firm's objectives.

Previous Experience at Deutsche Bank

Spencer Kaufman worked at Deutsche Bank as an Equity Research Associate for 10 months from 2017 to 2018. His responsibilities included conducting research and analysis on various equity securities. He also served as a Global Markets Summer Analyst at Deutsche Bank in 2016 for 2 months, gaining valuable experience in financial markets.

Education and Expertise

Spencer Kaufman graduated Summa Cum Laude from Tulane University with a Bachelor's Degree in Finance, completing his studies from 2013 to 2017. He also attended Ransom Everglades School, where he achieved his high school diploma from 2009 to 2013. His educational background provides a strong foundation for his career in finance and equity research.

Career Development at Bank of America Merrill Lynch

From 2018 to 2021, Spencer Kaufman was employed as an Equity Research Associate at Bank of America Merrill Lynch. During his three years there, he focused on analyzing financial data and market conditions to assist in investment strategies. This role further developed his expertise in equity research.

Internship Experience

Spencer Kaufman has held several internships that contributed to his professional development. In 2015, he worked as an Emerging Leader at EY for one month in the Houston, Texas area. He also completed a Summer Analyst position at deVere Group for 2 months in Miami/Fort Lauderdale Area in 2015, and served as a Private Wealth Management Intern at Platinum Wealth Partners Inc for 2 months in 2014.

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