Bruce Evan Brugler

Gestionnaire de Portefeuille-Actions chez Tiedemann Advisors LLC

Profil

Mr. Bruce E.
Brugler is a Managing Director at Tiedemann Advisors LLC.
He has direct responsibility for managing client relationships.
He works closely with clients to understand their goals and objectives; manage their investments, including impact investing; and integrate their investment strategy, philanthropy, and estate planning into a cohesive wealth management plan.
He is also a member of the firm’s Executive Committee.
He joined Tiedemann when the firm merged with Presidio Capital Advisors, where he was a Managing Director developing, implementing and maintaining investment portfolios for high-net-worth families and individuals.
He was the lead advisor in the San Francisco office and a member of both the Leadership and Investment Committees.
Prior to Presidio, he was a Managing Director at Montgomery Securities and Banc of America Securities.
He is a frequent speaker at industry conferences and has been published in the Wall Street Journal.
He earned a Master of Business Administration from the Stanford Graduate School of Business and a Bachelor of Science from Stanford University.

Postes actifs de Bruce Evan Brugler

Sociétés	Poste	Début
Tiedemann Advisors LLC	Gestionnaire de Portefeuille-Actions	01/10/2016

Formation de Bruce Evan Brugler

Stanford Graduate School of Business	Masters Business Admin
Stanford University	Undergraduate Degree