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Kai Heller-Spencer is an Analyst within Spearhead’s Investment Research Services division.

Mr. Heller-Spencer’s primary responsibilities at Spearhead include security research, portfolio analysis, and investment presentations.

Prior to joining Spearhead, Mr. Heller-Spencer interned at Oppenheimer & Co and MassMutual where he assisted on client relations and financial presentations.

Mr. Heller-Spencer earned his Bachelors of Science in Business Administration from The University of Florida.