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Spencer S

Series 63, Series 65

Salt Lake City, UT

Seven Canyons Advisors, LLC

Spencer Stewart is a financial advisor at Seven Canyons Advisors, LLC with nine years of industry experience. He holds Series 63 and Series 65 licenses and previously worked for six years at Grandeur Peak Global Advisors, LLC. Outside of his advisory role, Mr. Stewart is the sole owner of Ohana Asset Management, LLC, a company through which he made a one-time real estate investment. Seven Canyons Advisors, LLC provides discretionary investment management to private funds, pension and profit-sharing plans, separately managed accounts, and high-net-worth clients. The firm employs a bottom-up fundamental research process for small- and mid-cap global equities, supplemented by quantitative and macroeconomic analysis, and typically maintains concentrated, actively managed portfolios.

Active portfolio management Options & derivatives strategies Private / alternative investments Concentrated stock management
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