Spencer Barnard | Source | Principal, Defined Contribution Investment Specialist at Mercer LLC

Spencer Barnard is a Principal and Defined Contribution Investment Specialist for Mercer’s Wealth business, serving as the investments subject-matter expert for U.S. mid-market clients. He is located in Boston, following five years in Mercer’s Seattle office as an Investment Consultant covering the West Coast. In his current role, Spencer works with defined contribution plan sponsors across the U.S to bring Mercer’s point of view on a variety of investment topics.

Spencer’s primary responsibilities involve meeting with defined contribution Plan sponsors to opine on plan investment strategy and structure, perform investment manager due diligence and selection, and examine defined contribution market trends. Spencer is the Chairperson for Mercer’s retirement income strategic research team and sits on Mercer’s target date fund strategic research team. He also actively contributes to Mercer’s intellectual capital efforts in the defined contribution space.

Spencer holds a bachelor’s degree in business administration, with concentrations in finance and economics, from Gonzaga University. Spencer is a CFA Charter holder and is a CIPM certificate holder.