Who We Are

Founded in 2001, Spruce Investment Advisors is a boutique investment advisory firm located
in Stamford, Connecticut.

Our Team

Our team of asset allocation, research, investment and trading professionals brings extensive experience from an esteemed list of investment banks, hedge funds and private equity firms. Our hard-learned and specialized expertise gives us broad insight into the markets, managers, companies and strategies in which we invest.

John C. Bailey Founder & Managing Partner

John C. Bailey

Founder & Managing Partner
Noreen McGorty Partner

Noreen McGorty

Partner
Scott Ogur, CFA Special Advisor

Scott Ogur, CFA

Special Advisor
Michael Mahaffy Managing Partner

Michael Mahaffy

Managing Partner
Robert Bastone Chief Operating Officer & Chief Compliance Officer

Robert Bastone

Chief Operating Officer & Chief Compliance Officer
Kieran Cavanna Special Advisor, Hedge Funds

Kieran Cavanna

Special Advisor, Hedge Funds
Kyle Dwyer, CFP® Vice President

Kyle Dwyer, CFP®

Vice President
Warwick M. Carter, Jr Special Advisor, Trusts & Estates

Warwick M. Carter, Jr

Special Advisor, Trusts & Estates

Mr. Dwyer works on the Client Advisory team evaluating, constructing, and monitoring client portfolios. Prior to Spruce, he worked at Perella Weinberg Partners where he served as a marketing and investor relations specialist for the firm’s $10 billion alternative investment platform. Mr. Dwyer began his career as a dedicated hedge fund research analyst with a focus on various investment strategies including long-short equity, event driven, credit and relative value. He served in this research capacity at both Union Bancaire Privée and Taylor Investment Advisors. He received a BS in Finance cum laude from Fairfield University and has earned his Certified Financial Planner certification.

A Better Way Forward

The founders of Spruce knew there was a better way to deliver high-quality investment advice and solutions. They felt many advisors lacked objectivity, were too expensive, had a mediocre offer – or worse. They believe objectivity is critical to providing sound financial advice, and that having access to sophisticated and unique investment opportunities is necessary to achieve the results that investors require. It is this belief that led to the founding of Spruce.

Today, our vision is to help you achieve better results through better opportunities. To deliver on this vision, we remain unyielding in our quest for unique, hard to replicate investment strategies. We strive to create a culture of openness, curiosity, intellectual rigor, and creative problem solving. And, we continue to build a team composed of experts in their field who share this vision.