a-Squared Investment Partners
Patrick Spencer, MBA
Head of the Strategic Advisory Board
Patrick brings senior-level strategic counsel rooted in decades of financial services leadership, with expertise in distribution strategy, market positioning, and advisor engagement.
About Patrick
As Head of a2ip's Strategic Advisory Board, Patrick Spencer helps shape A2IP's go-to-market strategy and advises the firm and its partners on building repeatable, sales-led growth across the investment manager, wealth technology, and RIA landscape.
Patrick is a high-impact executive dedicated to driving revenue and scaling organizations through disciplined B2B enterprise sales and strategic leadership. With deep roots in banking, fintech, and B2B technology, he excels at navigating highly regulated environments while delivering modern, client-centric solutions and proven sales-led go-to-market processes that scale. His leadership style is defined by a "radical collaboration" approach that aligns product, marketing, and sales teams to solve complex client problems and achieve sustainable growth. He has a proven track record of taking established B2B enterprise SaaS brands and reintroducing them as market leaders through helpful, problem-solving messaging.
At Moneytree, Patrick transformed a legacy calculation engine into a cloud-native, advisor-centric platform, modernizing the technology stack and the user experience together. He moves beyond quick fixes, implementing rigorous sales processes and operational frameworks that ensure long-term scalability.
Patrick holds undergraduate degrees in Business Entrepreneurship and Psychology from Ball State University and an MBA from Indiana University's Kelley School of Business.
Patrick has been married to the love of his life for 40 years and enjoys time with family, volunteering at equine therapy riding centers, classic car shows, weightlifting, and family trips to Disney.