About us

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