Spencer McGowan

President, Certified Investment Management Analyst®
214.720.4400 | mail

Mr. McGowan is the founder of McGowanGroup Asset Management, a member of the MGAM Investment Committee, and serves as firm’s chief investment strategist. Spencer McGowan began his financial advisory practice after graduating from the University of Texas in 1986, training under the mentorship of his father Loy Dean McGowan. In 1989, Mr. McGowan invested in one of the financial services industry’s first CRM, customer relations management systems. In 1991, he adopted one of the industry’s first investment performance tracking systems. In 1997, Spencer earned the Certified Investment Management Analyst certification from the University of Pennsylvania’s Wharton School of Finance. Utilizing a proprietary cash-flow based investment discipline, coupled with an advanced performance tracking system, Mr. McGowan has built a unique private wealth management platform. In addition to authoring two books, Spencer has advised thousands of successful families and is the host of NetWorth Radio™.

Named by Barron’s three times as one of the nation’s top 1000 financial advisors, Spencer McGowan is President and founder of McGowanGroup Asset Management. Utilizing a proprietary cash-flow based investment discipline, coupled with advanced investment performance tracking systems; Spencer has built a solid wealth management platform for successful families. Spencer delivers a fast-paced, weekly recap of global financial news on KLIF, 570. The unique NetWorth Radio broadcast features interviews with nationally acclaimed authors and Dallas business leaders. After graduating from the University of Texas in 1986, Spencer trained with his father at PaineWebber-UBS. The author of two books and 31 investment articles, Spencer is a Certified Investment Management Analyst, a designation earned through Wharton Business School and The Investment Management Consultants Association where he has been a member since 1997.

Timeline
2013

  • Texas Monthly – 5 Star Professional Award
  • Barron’s Magazine – Top 1000 Financial Advisers

2012

  • Texas Monthly – 5 Star Professional Award

2011

  • Texas Monthly – 5 Star Professional Award
  • Barron’s Magazine – Top 1000 Financial Advisers

2001

  • Barron’s Magazine – Top 1000 Financial Advisers

2009

  • Barron’s Magazine – Top 1000 Financial Advisers

2003

  • The Wharton School – Earned Investment Strategist Certificate Sponsored by the Investment Management Consultants Association

2001

  • Founded NetWorth Radio

1997

  • The Wharton School – Earned Certified Investment Management Analyst Designation from the Investment Management Consultants Association