Spencer Ogden

Vice President, Dock Street Asset Management

Spencer brings over two decades of experience in the investment industry, with a career that began at Citigroup and Legg Mason, followed by 13 years at K2 Advisors, a hedge fund subsidiary of Franklin Templeton. At K2, he managed quantitative strategies investing more than $700 million in assets.

With a long-standing interest in microeconomics, Spencer is particularly focused on how individuals and families make financial decisions. His background in portfolio construction and asset allocation informs his current work in retirement income, tax strategy, and inheritance planning.

He holds both the Chartered Financial Analyst (CFA) and Chartered Alternative Investment Analyst (CAIA) designations and earned his degree in Computer Science from the University of Texas at Austin. Spencer is also an experienced offshore sailor and navigator, having competed in numerous regattas and sailed more than 15,000 nautical miles—including an Atlantic crossing.