John Bailey

John Bailey is the Founder and CEO of Lumenai Investments LLC, a company he established to modernize the investment landscape by leveraging artificial intelligence. Based in Stamford, Connecticut, Bailey has a strong background in finance and investment management, having previously founded Spruce Investment Advisors LLC in 2001, where he continues to serve as Managing Partner.

Professional Background

At Lumenai, which he founded in February 2020, Bailey aims to simplify and personalize investing by creating self-adapting portfolios tailored to individual investors' goals and values. The firm utilizes advanced AI technology, developed in collaboration with ETS Asset Management Factory, to enhance investment strategies and portfolio management. This approach allows for greater transparency and customization compared to traditional investment methods, which often involve opaque fees and lengthy lock-up periods.12

Bailey's experience also includes serving on the Investment Committee of Fairfield County's Community Foundation and as a board member for the Family Office Association. He holds an MBA from NYU Stern School of Business.1

Vision and Impact

Bailey's vision for Lumenai is to provide sophisticated investors with a more accessible and efficient investment experience, eliminating the need for traditional money managers and enabling a more direct relationship with their investments. This innovative approach has positioned Lumenai as a notable player in the wealth management sector, recognized in lists such as the WealthTech 100 and AIFINTech100 in 2023.2