Ms. McGorty works on the Client Advisory team where she advises clients and their legal, tax and family office advisors, on the management of client portfolios, trusts and bank accounts. She participates in portfolio construction and evaluation and ensures that allocations reflect clients’ investment goals. She also assists in the transfer, set up, distribution, and reporting of client accounts as needed. Ms. McGorty previously held positions in Operations and Compliance and has direct experience with statement reconciliation, trade processing, fund accounting and SEC regulations. Prior to joining Spruce, Ms. McGorty was Director of Operations at Commonfund, an investment firm servicing non-profit organizations, where she oversaw the firm’s client service team. Ms. McGorty received a BBA in Business Management from Iona College.