Peter J. Nagle CFP®, M.A.R.
Managing Partner
Peter began his career in the financial services industry in 1980 working with Paul Revere, a large disability insurance carrier. He soon realized he wanted to be in business for himself and joined a small financial services firm in Fairfield, Connecticut. Within two years he assumed control of the firm and for the next 30 years built it into a successful independant firm operating in Fairfield and Milford. In 2011 Peter took on Vince Esposito as his partner and became Spruce Hill Capital, LLC and relocated to Guilford.
Peter is a Certified Financial Planner ® Professional and taught financial planning and investment classes for many years in Milford and Fairfield. Peter holds a BA in Liberal Arts and graduated cum laude from Yale Divinity School with a Master’s degree in Religion in 1996.
Peter believes giving back is very important. He has volunteered on many local boards and community projects. Since 2001 his focus has been a peace ministry for the Middle East. Having followed the conflict for many years, Peter traveled to Israel for the first time in 2002 with a good friend and Rabbi. Since then he has returned to the region 15 times, and founded the organization, Friends of Bethlehem, which supports Israelis and Palestinian orgs that work for peace and reconciliation. Peter has produced a short documentary on the Bethlehem area and also leads trips and discussions on the topic.
Peter and his wife, Joy, live in Guilford and have four grown daughters between them. An avid cycler, he is aiming to do his first century ride (100 miles) next season. In his leisure time he also enjoys theatre, art, films, traveling, spending time with his grandchildren and watching the NY Yankees with Joy, who is a huge fan.
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Vincent M. Esposito AIF® • WMS
Partner
Vincent has been an independent financial professional for more than 17 years. Although his schooling and years of service have made him a thought leader in his field, his work ethic actually formed much earlier in life.
At the age of 12 he began helping out at his family’s deli. The time he spent there, putting in the hours and the effort and watching his dad interact with customers is what built the foundation of his work ethic. He learned that by working hard and by taking care of your customers, everyone benefits.
Vincent took these lessons with him when he left the family business to study finance at college. He then spent several years with a large investment firm before forming his own financial firm in 1999. And more recently has joined forces with Peter J. Nagle and his team to form Spruce Hill Capital, LLC.
Vincent serves as committee chairman for a group of Connecticut advisors that meets monthly to discuss market trends and share best practices. He also created Advisor Connect, a nationwide group of advisors that participate in ongoing online discussions about how best to navigate the ever-changing financial climate.
His mission: Inspire clients to make smart financial decisions that will have a positive impact on their family’s quality of life for generations.
James P. Newman, CFP®
Portfolio Analyst
Jim has an accomplished record in the financial industry, starting off in 1998 in a hedge fund as an equity research analyst. He was a key member of an eight person team that managed the fund. In 2006, he began working as a consultant and private wealth manager in a Hartford based firm, providing comprehensive financial consulting, portfolio design, and planning services. In 2011 he brought his considerable skills to Spruce Hill Capital as a Portfolio Analyst.
Jim has earned the accreditations of Certified Financial Planner ®Chartered Retirement Planning Counselor ® Professional, and is a Level III Candidate in the Chartered Financial Analyst® program. He holds a BA in history from Fairfield University. He and his wife, Jen, have three children and live in Kensington, CT. An active member of his church, Jim has been elected Parish Council President for the last two years.
Patricia C. NagleSenior Account Service Manager
Patty, Peter’s sister in law, began working for Peter in November 1987. Patty’s long experience and extensive knowledge makes her a true asset to the firm. As Account Service Manager, Patty handles setting up new accounts and transferring assets, as well as attending to ongoing account service needs. She feels the most important part of her job is to take care of clients needs with efficiency and good cheer. Her attention to detail is unrivaled!
Patty grew up in Milford, CT where she met her husband Bill. They now live in Meriden, CT. Bill works as a Facilities Manager at Milone & MacBroom the 2nd largest Engineering Firm in the Hartford area in CT. They have two grown sons. Billy Jr. is a land surveyor at Milone & MacBroom. He and his wife Joanna have two sons. Patty’s youngest son, Christopher is a teacher at Trailblazers Academy in Stamford, a school for at-risk youth. He and his wife, Trina, have five children.
In her free time, her passion is reading and listening to all styles of music and watching sports and movies. She loves spending time with her family, especially her seven grandchildren!
Joy R. NagleCommunications Manager
Joy, Peter’s wife, began working in the family firm in 1999. As the communications manager, Joy’s principal responsibilities in the office are to oversee scheduling and client communications (she also buys client gifts—so be nice to her!). Specifically, Joy maintains the website, works on newsletter production, and develops client events. She is also highly trained in handling all aspects of account service needs.
Joy attended Granite State College in New Hampshire. Before joining the business, she was a community worker, focusing on women’s needs. Joy also believes that giving back is important. Among her many community projects, she spent two years as a VISTA volunteer working with indigent families in New Hampshire, creating employment and literacy programs. She also supports and helps Peter’s Middle East peace ministry.
Joy is interested in healthy living and is a Registered Yoga Teacher. She also likes to travel, watch good films, and follow the New York Yankees. A big animal lover, she enjoys spending time with her two Himalayan cats, Theo and Clare, a surprise Valentine’s Day gift from Peter.