Professional Bio
Bruce is a Director and Portfolio Manager focused on serving individuals and families. He collaborates with clients to construct portfolios that are designed to achieve their individual investment goals and objectives. He lends expertise in setting customized asset allocation targets, identifying appropriate portfolio constraints, implementing investment plans and performing day-to-day portfolio oversight. In addition, Bruce helps clients identify and execute wealth planning strategies including charitable giving, generational wealth transfer, and next-generation education.
Bruce has two decades of experience in the investment management industry. Prior to joining Hirtle Callaghan, he was a Managing Director at Truist Wealth Management and an Investment Director at PNC Private Bank.
Bruce received a B.A. in History from Princeton University and an MBA in Strategic Management from Villanova University. He is a CFA charterholder and a member of the CFA Society of Philadelphia.
