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A WEALTH OF EXPERIENCE

Spruceview’s team of investment professionals has decades of combined experience building and restructuring multi-billion dollar portfolios for major endowments, family offices, pension plans and large institutions across all major asset classes, including:

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JPMorgan, Rockefeller Foundation, Regents of the University of California  

Members of our investment team have managed portfolios for these major institutions and others, since 1986

We bring investment expertise across multiple regions, including North America, Latin America, Europe and Asia. As master problem solvers, we navigate each relationship with proprietary processes and deep experience to address the specific needs of our clients.

Privately held, independent firm

Serving clients while carefully managing short-term demands and conflicts, offering all aspects of investments and supporting operations for legal, tax, operations and administrative services.

With more than 28 years of average industry experience, our senior investment team delivers:

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Investment
Expertise

in separate account, fund, direct, secondary and co-investment transactions

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Global
Experience

including the U.S., Mexico, Latin America, Canada, Europe and Asia

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A Presence in Latin America

addressing the regulatory requirements for Mexican institutional pools of assets to invest in international markets

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Stable, Long-term Relationships

A privately held firm, Spruceview has significant team ownership, with personal capital invested in our strategies for aligned interests and a partnership culture. Our team was built from the top down, so that our clients gain access to some of the brightest minds in the institutional industry, no matter the asset class.

 

Spruceview brings together noted industry leaders to share their expertise across critical disciplines, including investments, governance and business strategy. This team of seasoned professionals is leveraged to enhance our clients’ experience.

Team Members

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Partner, CEO and Co-CIO

Richard W. Sabo

Partner, CEO and Co-CIO

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Co-CIO

James M. Reidy, Jr.

Co-CIO

Michelle L. Bowen

Director of Finance

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CJ deNicola

Associate

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Bryan J. Frackman, CFA   

®

Partner

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Renee Z. Kelly, CFA

®

Partner

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Partner

Neetesh Kumar

Partner

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Partner, COO and CCO

Scott A. MacDonald

Partner, COO and CCO

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Associate

Macey J. Peterson

Associate

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Investment Analyst

Nikita Sharma

Investment Analyst

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Legal and Compliance Analyst

Hannah J.M. Pressler

Legal & Compliance Analyst

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Senior Accountant

Senior Accountant

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Partner

Richard J. Terres

Partner

Mexico/Latin America Team

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Client Solutions

Julian Farah

Client Solutions

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Client Solutions

Carolina Vargas

Client Solutions

Erika Pintos

Legal Counsel

Advisory Team

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MD, DPhil

Antonio M. Gotto, Jr.,
MD, DPhil

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Scott C. Malpass

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Trygve E. Myhren

Guillermo Quiroz

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