Bruce is a member of our Board of Advisors, with more than 25 years in asset management distribution: national accounts, sub-advisory, DC investment-only, private wealth and gatekeeper sales. He has worked with prospects and clients across many asset classes and product structures, in the US and abroad.
Today Bruce is Head of US Business Development at a fintech software (SaaS) firm. Earlier, he was Head of Broker Dealer and Independent National Accounts at Putnam Investments, Director of Investment Only National Accounts at Columbia Threadneedle Investments, Director of Intermediary Sales at BMO Global Asset Management, and VP of Mutual Fund Sales and Marketing at LPL Financial. Bruce holds a BA in History and Political Science from Lake Forest College, with additional study in AI applications at the University of South Florida.