With a financial services career spanning four decades, Bruce represents the fourth generation of his family to help clients navigate the markets and invest with purpose. Since 1984, he has guided individuals, families and institutions through changing market cycles with a steady hand and a deep understanding of portfolio construction, asset allocation and long-term strategy.
Bruce plays a pivotal role in shaping the team’s investment philosophy and is a trusted resource for clients with complex portfolios, particularly those with philanthropic goals. His extensive work with nonprofit and charitable organizations gives him a unique perspective when advising clients on legacy planning and charitable giving.

Outside the office, Bruce enjoys golfing, reading and spending time with his family. He and his wife live in Allison Park, where they’ve raised their three children and continue to enjoy time together as a family