Spencer Gould

Senior Client Executive

Spencer Gould 

Spencer Gould brings over 30 years of experience supporting clients with complex wealth management needs — acting as their relationship manager and primary point of contact.

His broad prospective comes from having held positions with some of the largest financial institutions in the country, including Bank of America's Private Bank, and BNY Mellon Wealth Management, as well as smaller boutique firms such as First Foundation Advisors.

Spencer holds Series 7 and 65 Securities Licenses. He earned his BA in international relations from the American University of Paris, France.

As a Senior Client Executive, Spencer has expertise in integrating custom investment management strategies with clients’ unique estate planning structures and goals. He also helps clients utilize credit solutions strategically across Bank of the West’s broad lending capabilities.

Whether serving an individual or multi-generational family, he takes a holistic approach to understanding each client’s unique goals and priorities — delivering customized and creative solutions.


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