Kai Heller-Spencer

Kai Heller-Spencer performs Investment Research for the Bostwick Walters Wealth Partners at Rockefeller Capital Management. Prior to joining Rockefeller, Kai was with Spearhead Capital Advisors as an Investment Research Analyst.

Kai’s primary responsibilities with the group include security research, portfolio analysis and investment presentations.

Prior to joining the Bostwick Walters Group, Kai interned at Oppenheimer & Co and MassMutual where he assisted on client relations and financial presentations.

Kai earned his Bachelor of Science in Business Administration from The University of Florida and holds the Chartered Financial Analyst^® (CFA) designation.  He is also a member of the CFA Society South Florida.