Spruce Private Investors

Description

Address: 263 Tresser Blvd # 1015, Stamford, CT 06901 Phone: (203) 356-0073: Category: : : Website: : : Hours: Place name: : Website: https://www.spruceinvest.com/ Category: Financial Planner Suggest an editUnable to add this file. Please check that it is a valid photo. Unable to add this file. Please check that it is a valid photo. · Own this business?Add missing informationAdd business hours Unable to add this file. Please check that it is a valid photo. Questions & answers Ask a question See all questions (1) Add a photoThanks for sharing!Your photo will be posted publicly on Google.Contribute MoreDoneUpload public photos of Spruce Private Investors Posting publicly on the Web Write a review Reviews Be the first to review

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Spruce Private Investors Employees

Employee
Years
Job
Industry
Yining Chen Yining Chen New York, New York Details
Yining Chen's Spruce Private Investors Experience 2009 - 2011
Job Investments | Consumer Retail | Natural Resources
Industry Venture Capital & Private Equity
Experience
Fortune 500 Companies, Start-Ups, and Alternative Asset Managers   2012 - Present
Spruce Private Investors   2009 - 2011
Oak Hill Advisors  2006 - 2007
Freeman Spogli & Co.   2003 - 2006
Credit Suisse  2001 - 2003

Skills
Private Equity, Hedge Funds, Investments, Asset Management, Due Diligence, LBO, Emerging Markets, Portfolio Management, Mezzanine, Investment Banking, Valuation, Alternative Investments, Financial Modeling, Venture Capital, Corporate Finance, Energy, Growth Capital, Real Estate Private..., Operations Management, Operational Excellence, E-commerce, Business Analysis, Financial Analysis, Analytics

Education
University of Pennsylvania   1997 — 2001
Bachelor of Arts, Philosophy

University of Pennsylvania - The Wharton School   1997 — 2001
Bachelor of Science, Economics

Stephanie Moots Stephanie Moots Greater New York City Area Details
Stephanie Moots's Spruce Private Investors Experience February 2013 - May 2015
Job Administrative Analyst at Axel Johnson Inc.
Industry Financial Services
Experience
Axel Johnson Inc.  June 2015 - Present
Spruce Investment Advisors   June 2014 - May 2015
Spruce Private Investors   February 2013 - May 2015
John Casablancas Modeling and Career Centers  September 2013 - December 2013
CT School of Broadcasting   November 2012 - January 2013
Waddell & Reed  June 2011 - September 2011

Skills
Finance, Social Media, Sports, Final Cut Pro, Editing, Social Networking, Television, Video Production, Public Relations, Avid, Video, On-air Experience, Economics, Recording, Administrative Work, Writing, Corporate Events, Event Management

Education
Salve Regina University   2008 — 2012
Bachelor of Science (B.S.), Financial Management

CSB   2012 — 2013
Radio and Television

Peter Makris Peter Makris Jacksonville, Florida Area Details
Peter Makris's Spruce Private Investors Experience 2009 - 2010
Job Compliance Officer Trading floor surveillance
Industry Investment Banking
Experience
Deutsche Bank  August 2013 - Present
Deutsche Bank  October 2011 - August 2013
Eastern Energy Procurement Group LLC   2010 - 2011
Spruce Private Investors   2009 - 2010
Newgate Capital Management LLC  2005 - 2008
UBS Investment Bank  1997 - 2005
HSBC  1994 - 1997
Citibank FSB  1992 - 1994

Skills
Equities, Settlements, Fixed Income, Hedge Funds, Middle Office, Client Services, Onboarding, portfolio administration, Investment Banking, Portfolio Management, Settlement, Trading, Financial Services, Bloomberg, Bonds, Alternative Investments, Swaps, Prime Brokerage, Securities, FX Options, Derivatives, Mutual Funds, Risk Management, Options, Emerging Markets, Private Equity, Capital Markets, Back Office, Financial Risk, Trading Systems, Asset Management, Financial Markets, Investments, Banking, Management, Finance, Due Diligence

Education
New York University   1988 — 1992
BA, Business Management

Iona Preparatory School   1984 — 1988
High School, College/University Preparatory and Advanced High School/Secondary Diploma Program

Natalie Quinn Natalie Quinn Fairfield, Connecticut Details
Natalie Quinn's Spruce Private Investors Experience August 2014 - September 2014
Job Sales Coordinator at Conair Corporation
Industry Marketing and Advertising
Experience
Conair Corporation  October 2014 - Present
Daymon Worldwide  September 2014 - October 2014
RNS Communications   May 2014 - October 2014
Spruce Private Investors   August 2014 - September 2014
Ola! Foods   June 2013 - August 2013
Calabro Cheese   June 2013 - August 2013
Easton Racquet Club   June 2012 - June 2013
Isabelle Et Vincent   October 2007 - September 2012

Skills
Social Media, Microsoft Office, PowerPoint, Microsoft Excel, Microsoft Word, Customer Service, Teamwork, Social Media Marketing, Facebook, Advertising, Marketing Communications, Public Speaking, HTML, Microsoft Dynamics, Marketing, Sales, Social Networking

Education
Saint Joseph's University   2010 — 2014
Bachelor's degree, Marketing

Fairfield Ludlowe High School   2006 — 2010

Hamza Naqvi Hamza Naqvi Greater New York City Area Details
Hamza Naqvi's Spruce Private Investors Experience June 2008 - September 2011
Job Manager Due Diligence
Industry Investment Management
Experience
UBS Investment Bank  September 2011 - February 2013
Spruce Private Investors   June 2008 - September 2011
SAC Capital  April 2007 - June 2008
Majestic Sales Corporation   September 2004 - March 2007
Graham Capital Management  September 2002 - August 2004
JPMorgan Chase  September 2000 - September 2002

Skills
Operational Risk, Risk Assessment, Operational Risk..., Fund Of Funds, Manager Selection, Alternative Investments

Education
University of Bridgeport   1998 — 2002
BS, Finance

Noreen McGorty Noreen McGorty Greater New York City Area Details
Noreen McGorty's Spruce Private Investors Experience DirectorCommonfund1996 - 2005
Job Director of Operations/CCO at Spruce Private Investors
Industry Financial Services
Experience
Spruce Private Investors   DirectorCommonfund1996 - 2005

Education
Iona College   1984 — 1988

Julianne Dugay Julianne Dugay Milford, Connecticut Details
Julianne Dugay's Spruce Private Investors Experience 2012 - 2013
Job Demand and Asset Planning Manager
Industry Aviation & Aerospace
Experience
Sikorsky Aircraft  2013 - Present
Spruce Private Investors   2012 - 2013
SAC Capital  2010 - 2012

Skills
Training

Education
Central Connecticut State University   2006 — 2009

Bethanne Simms Bethanne Simms Greater New York City Area Details
Bethanne Simms's Spruce Private Investors Experience February 2012 - July 2013
Job Project Manager and Productions Assistant. Editor. at Riverdale Avenue Books
Industry Financial Services
Experience
Riverdale Avenue Books   May 2014 - Present
Self Employed, Financial Admininstration, Accounting and Operations   July 2013 - Present
Spruce Private Investors   February 2012 - July 2013
PNC Global Investments (currently BNY/Mellon Investments)   November 1996 - April 2009
PFPC, Inc.   2000 - 2009
Wax Furniture   November 1994 - August 1996

Skills
Strategic Financial..., Financial Analysis, Fixed Income, Accounting, Mutual Funds, Bloomberg, Alternative Investments, Hedge Funds, Advent Portfolio..., Advent Geneva, Microsoft Office, Investier, Investment Operations, Investment Management, Portfolio Management, Financial Reporting, Business Analysis, PowerPoint, Investments, Axys, Project Management, Project Finance, Securities, Middle Office, Private Equity

Education
King's College   1985 — 1987
Accounting

St Pius X High School   1981 — 1985

WEST CHESTER UNIVERSITY
Psychology; Mathematics

Angela Cunningham Angela Cunningham Greater New York City Area Details
Angela Cunningham's Spruce Private Investors Experience September 2003 - December 2009
Job Financial Services Professional at New York Life Insurance Company
Industry Insurance
Experience
New York Life Insurance Company  June 2015 - Present
Winchester Capital   October 2013 - May 2015
the Observatory  September 2010 - February 2012
Spruce Private Investors   September 2003 - December 2009
Princeton University Investment Co.   August 1996 - November 1997
Digitas (previously Bronner Slosberg Humphrey)   May 1992 - July 1994
Accenture (previously Andersen Consulting)   July 1990 - May 1992

Skills
Equities, Finance, Hedge Funds, Fixed Income, Asset Allocation, Bloomberg, Hedging, Asset Managment, Alternative Investments, Portfolio Management, Options, Derivatives, Investments, Emerging Markets

Education
Yale University - Yale School of Management   1994 — 1996
MBA, Finance

Tufts University   1986 — 1990
Bachelor of Arts (B.A.), Economics, French

ASF Mexico City   1982 — 1986

Randi Faith Engelbrecht Randi Faith Engelbrecht Greater New York City Area Details
Randi Faith Engelbrecht's Spruce Private Investors Experience December 2001 - April 2010
Job Private Client Relationship Advisor at Brown Advisory | Thoughtful Investing.
Industry Financial Services
Experience
Brown Advisory  June 2015 - Present
Highmount Capital  April 2013 - Present
Kayne Anderson Real Estate Advisors  November 2010 - September 2012
Spruce Private Investors   December 2001 - April 2010
Columbus Circle Investors  September 1995 - November 2001
Greenwich Associates  September 1994 - September 1995
Playtex Products  February 1989 - August 1994

Skills
Fixed Income, Financial Analysis, Investments, Accounting, Equities, Asset Managment, Portfolio Management, Life Insurance, Insurance, Options, Project Management, PowerPoint, Risk Management, Strategic Planning, Human Resources, Wealth Management, Asset Management, Hedge Funds

Education
College for Financial Planning   2014 — 2015
Certified Financial Planner (CFP)

Sacred Heart University   1994 — 1997
BS, Business Administration, 3.9 GPA

Robert Lenz Robert Lenz Greater New York City Area Details
Robert Lenz's Spruce Private Investors Experience September 2009 - May 2011
Job Derivatives Middle Office at UBS Investment Bank
Industry Investment Management
Experience
UBS Investment Bank  June 2012 - Present
Berkeley Quantitative  July 2011 - May 2012
Spruce Private Investors   September 2009 - May 2011
OpHedge Investment Services  April 2008 - September 2009
Graham Capital Management  December 2003 - April 2008
Graham Capital Management  October 2002 - December 2003
Graham Capital Management  February 1997 - October 2002
AMERADA HESS CORPORATION  January 1995 - February 1997
FERRELL CAPITAL MANAGEMENT  April 1993 - December 1994
LUCK TRADING CO., INC   March 1992 - April 1993

Skills
Equities, Options, Trading, VBA, Hedging, Risk Management, FX trading, Performance Analysis, Cash Management, Excel Services, Bloomberg Terminal, Commodity Futures, Treasury Management, Reconciliations, Advent Axys, Advent Moxy, Beauchamp Fund Manager, SS&C Total Return, Margin Analysis, Fund Structuring, Futures, Trading Systems, Mutual Funds, Account Reconciliation, Axys, Financial Structuring, Alternative Investments, Hedge Funds, Portfolio Management, Derivatives, Fixed Income

Education
Sacred Heart University   1984 — 1988
B.S., Finance

Sacred Heart University   1984 — 1988
Bachelor of Science, Finance

Stark elementary school

Stark elementary school