Billion Dollar Backstory 108: When Business Is Personal | What Happens When Siblings Join the Family Firm | Meet Spencer Ogden and Liz Curtin of Dock Street
What do a chimney sweep empire, a top hat obsession, and a $500M home services company have in common?
Dock Street.
This Newport-based multifamily office is redefining wealth management for Main Street entrepreneurs, and it’s run by a sibling duo, Spencer Ogden and Liz Curtin. who swore they’d never work together.
In this episode, Spencer and Liz join Stacy to talk about:
- Growing up in a business... then choosing to join it at 40
- What second-gen operators really need to carry on the family legacy successfully
- How they help families turn work ethic into generational wealth
- Why bonds don’t cut it for entrepreneurs (and what does)
- Their hacks to making their family biz actually work without sabotaging their relationships (because that would make holiday dinners quite awkward)
Apply for The StorySales™ Accelerator, an exclusive 6-week program for boutique fund managers who want to craft compelling stories and confidently raise capital | https://www.havenercapital.com/accelerator
About Spencer & Liz:
Spencer Ogden
Spencer brings over two decades of experience in the investment industry, with a career that began at Citigroup and Legg Mason, followed by 13 years at K2 Advisors, a hedge fund affiliate of Franklin Templeton. At K2, he managed quantitative strategies overseeing more than $700 million in assets.
With a long-standing interest in microeconomics, Spencer is particularly focused on how individuals and families make financial decisions. His background in portfolio construction and asset allocation informs his current work in retirement income, tax strategy, and inheritance planning.
He holds both the Chartered Financial Analyst (CFA) and Chartered Alternative Investment Analyst (CAIA) designations, and earned his degree in Computer Science from the University of Texas at Austin. Spencer is also an experienced offshore sailor and navigator, having competed in numerous regattas and sailed more than 15,000 nautical miles—including an Atlantic crossing.
Liz Curtin
Liz leads Dock Street’s marketing efforts and also supports clients directly. Before joining the team, she worked as an independent consultant, partnering with a range of organizations on everything from marketing and hiring to organizational strategy and special projects. Along the way, she helped launch several new ventures, always with a focus on creative problem-solving and building strong relationships.
She holds a master’s degree in Education Policy from King’s College London and a bachelor’s in Secondary Education–Social Studies from Indiana University. Earlier in her career, Liz served in the Peace Corps in Romania, where she taught high school English and supported a local orphanage. She now lives in Seattle with her husband and two sons.
Resources Mentioned in This Episode:
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Apply for The StorySales™ Accelerator, an exclusive 6-week program for boutique fund managers who want to craft compelling stories and confidently raise capital | https://www.havenercapital.com/accelerator