FINANCIAL ADVISOR
MANAGING DIRECTOR-INVESTMENTS, SENIOR PORTFOLIO MANAGER
Spencer Nurse was born and raised in Jackson Hole, Wyoming. He studied economics in London and completed his Bachelor of Science degree in Finance at the University of Oregon. After working for Kidder Peabody and Dean Witter, he joined Oppenheimer & Co. Inc. in 1998 to serve as a wealth manger to affluent families. He has spent over twenty five years in the investment advisory field.
In 2014 Spencer was promoted to Senior Portfolio Manager and is one of twenty six Senior Portfolio Managers at the Firm. As a Senior Portfolio Manager in the Omega Group, he serves as a Fiduciary for his clients. This is the highest legal standard in the financial services industry. For the last five years, Spencer has been named to Oppenheimer's prestigious Executive Council for three years, and the Chairman's Council for two years. He was the first advisor in the Pacific Northwest to earn the esteemed designation of being a member of the Chairman’s Council, which exemplifies the top 40 of Oppenheimer’s best advisors and represents the highest standards of excellence in his profession. For seven consecutive years (2019, 2020, 2021, 2022, 2023, 2024, 2025), Forbes-Shook named Spencer as on the of the top 50 Best in State Washington State wealth advisors.
Spencer and his team directly manage client's portfolios taking day to day responsibility for research, trades, tax efficiency and risk management. Spencer believes that wealth management is not merely managing individual securities, but also involves overseeing a client's complete financial picture. His team's detailed approach to overseeing clients' wealth involves strategies for tax, estate, retirement, philanthropic and educational considerations. The team coordinates with clients' estate and tax advisors to create a cohesive plan. The financial planning and wealth management process is rigorous and highly customized to meet each client's unique set of objectives and goals. He considers himself to be in business to protect and grow wealth, which prioritizes each individual client's financial interest. While the team has a diverse set of clients, many clients have careers focused in technology.
Spencer was a three-time Junior Olympian in downhill skiing. At age sixteen, he was ranked sixth in the world for the downhill speed event. His family's involvement with the Jackson Hole Ski Corporation aided him in his pursuits. He carries over the discipline he learned in competing to managing his clients' affairs. He enjoys spending time with his wife and children, fly fishing, snow skiing, windsurfing, and hiking.
SENIOR FINANCIAL ASSOCIATE
DIRECTOR
Anne Chao joined Oppenheimer & Co. Inc. in 1998. Anne joined the team after working on the institutional fixed income side of the business where she frequently facilitated trades of $5 million to $20 million. With over 20 years of industry experience, Anne is responsible for all aspects of client services, operations, and administrative duties. Her professionalism and knowledge are valuable assets to the team.
Born in Taiwan, Anne immigrated to the United States when she was 9 years old. She graduated from the University of Washington with a Bachelor of Arts and Science degree in Economics. She holds her General Registered Representative License (Series 7), Uniform Securities Agent State Law Examination (63), and The Uniform Investment Adviser Law (65). Anne is fluent in Mandarin, enjoys reading, and, most of all, good food.
REG CLIENT SERVICE ASSOCIATE
Anders Forslund joined Oppenheimer and the Nurse Team in 2025 as a Client Service Associate. In this role, he delivers comprehensive support to the team’s client base, manages day-to-day operational functions, and contributes to financial planning initiatives for clients. Anders brings exceptional analytical proficiency and a strong commitment to delivering superior client service.
Anders has completed his FINRA SIE, Series 7, and Series 66 registrations He earned a Bachelor of Arts in Finance from Western Washington University and successfully completed all three levels of the CFA Program on his first attempt, demonstrating his dedication to professional excellence and continuous development.
Beyond his professional responsibilities, Anders is an avid reader, skier, and chess enthusiast. His intellectual interests include philosophy, business, and classical literature. He values pursuits that challenge his thinking and broaden his perspective.
REG CLIENT SERVICE ASSOCIATE
Ted Cronin joined The Nurse Team as a Registered Client Service Associate. With his experience he brings client‑focused service within the financial services industry, along with a strong track record of delivering high‑quality support to advisors and their clients.
Ted is a graduate of the University of Nebraska–Lincoln, where he earned his Bachelor’s degree in Journalism. He began his career with TD Ameritrade and later Charles Schwab, serving as a Private Client Services Specialist and Investor Services Representative. Taking a brief sabbatical allowed him to explore his long‑standing interest in winemaking while gaining additional professional experience across the beverage industry.
Ted has completed his FINRA SIE, Series 7, Series 63, and 66 registrations. His background reflects a commitment to relationship management, operational excellence, and a client‑first approach that strengthens the service experience for The Nurse Team.
Outside the office, Ted enjoys staying active, whether skiing, playing rugby, mountain biking, or spending time outdoors in the Pacific Northwest.