For more than 30 years, Bruce has worked with his partners to deliver proactive advice and customized investment solutions for the increasingly complex needs of institutional investors. Across both traditional and alternative asset classes, Bruce assists with asset allocation analysis, Investment Policy analysis, portfolio construction, and performance measurement.
Bruce has been involved in a number of strategic efforts in the industry focused on performance measurement technologies, custody reporting, and asset allocation modeling. Bruce has been named by Barrons as one of the Nation’s Top Institutional Consultants in their annual ranking since the inception of the ranking, most recently being ranked #17 in the 2022 list.
Bruce holds the Certified Investment Management AnalystSM designation, administered by Investment Management Consultants AssociationSM and taught in conjunction with The Wharton School, University of Pennsylvania. He holds the Financial Industry Regulatory Authority (FINRA) Series 7, 63, and 65 licenses, and is a member of the Investment Management Consultants AssociationSM. Bruce received his Bachelor of Arts degree in Economics from the University of Virginia. He enjoys competitive cycling and sailing and spending time with wife and four children.
