Robert Spencer in

Robert Spencer

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President at Lodestar Advisors, LLC
📍 Washington DC-Baltimore Area, United States

Robert Spencer is the Founder and CEO of Lodestar Advisors, where he leverages over 25 years of financial expertise to help small and medium businesses scale. A graduate of Towson University and a Certified CFO, he acts as a financial co-pilot for his clients. People who have worked with him describe him as dedicated, strategic, and collaborative.

After a successful career in marketing and business development for major financial institutions like PNC, Robert pivoted to establish firms dedicated to offering fractional CFO services, focusing on improving profitability and cash flow for smaller enterprises.

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Experience
5 Years
Current Role
President
Job Level
Senior
Location
Washington DC-Baltimore Area, United States
Personality Overview

How Robert shows up

Communication Style
Decision Approach
Work Preference

Behavioral traits and communication patterns that shape how this person evaluates opportunities, builds trust, and makes decisions in professional settings.

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Priorities

Topics Robert cares about

Small Business Scaling
His entire practice, Lodestar Advisors, is focused on helping small and medium-sized businesses in trades and professional services grow and scale profitably.
Profitability & Cash Flow
This is a core focus of his professional value proposition, mentioned frequently in his headline and company descriptions as key challenges he solves for clients.
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Career

Work history

1-2020
President
Lodestar Advisors, LLC
President
ENSO Accounting
VP Marketing/Business Development - Asset Management Group
PNC
VP Institutional Services Marketing/Business Development
Mercantile-Safe Deposit & Trust Co
VP Marketing/Business Development
Allfirst Financial Inc.
In the press

Media appearances

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Education
Bachelor's Degree
Towson University
Social presence
in
Behavioral profile

DISC profile (public)

DISC behavioral profile

Dominance, influence, steadiness, and calculativeness scores with guidance on how this person prefers to communicate and decide.

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