Bruce started his career in advertising before joining his closely-held family manufacturing business in Westchester County. He spent 15 years there before selling the business. After the sale, and a stint at Harvard Business School’s Owner President Management program, Bruce made the move to the wealth management industry, spending much of his career at Smith Barney. The more exclusive intimacy of RBC Wealth Management attracted Bruce’s attention and led to his move to their midtown Manhattan office in late 2017.
Bruce has almost 30 years of experience in wealth management and is a designated discretionary portfolio manager in the RBC Portfolio Focus program as well as a member of the Institutional Consulting Group. He is a Certified Retirement Plan Specialist (CRPS®) and a Certified Exit Planning Advisor (CEPA®) The CEPA® credential, combined with his own M&A experience and the academic and personal interaction with business owners from around the world at Harvard, contribute to Bruce’s deep experience with helping business owners monetize their life’s work. Together with his retirement plan expertise and the wealth planning capabilities at RBC, Bruce is ready to work with business owners at any stage in their life cycle.
In addition to his Harvard Business School degree, Bruce earned his Bachelor of Arts from Brown University in Educational Psychology. He lives in Manhattan with his wife Laura, an interior design consultant and does pro-bono consulting for non-profits through the Harvard Business School Club of New York.
