Bruce Langer, Cfa

Bruce Langer, Cfa Email and Phone Number

Founder and Managing Partner - Collaborator with complex and successful families seeking EPIQ investment results @ EPIQ Partners, LLC
minneapolis, minnesota, united states
Bruce Langer, Cfa's Location
Minneapolis, Minnesota, United States, United States
Bruce Langer, Cfa's Contact Details
About Bruce Langer, Cfa

Investing to me means deploying assets (defined as capital, time, relationships and energy) toward something of greater value. It requires diligence and patience and the ability to “deploy cheaply” and “harvest expensively.” After several years in public accounting I entered the investment industry in 2000. Since then I have advised billion dollar institutional investment pools, ultra-high net worth families, serial entrepreneurs and my mom. EPIQ Partners is an ideal environment in which to serve my clients and invest; we are completely independent, small enough to be opportunistic and smart enough to bring value to each relationship.Words to describe our business mojo: Authentic - Thoughtful - StewardshipCore Purpose: To invest wisely, improve lives, and create opportunities by connecting people, ideas and capital. Core Values: Partnership, Authenticity, Curiosity and EmpathySpecialties: Investment Management, High-net Worth, Value Investing, Portfolio Management

Bruce Langer, Cfa's Current Company Details
EPIQ Partners, LLC

Epiq Partners, Llc

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Founder and Managing Partner - Collaborator with complex and successful families seeking EPIQ investment results
minneapolis, minnesota, united states
Employees:
4
Bruce Langer, Cfa Work Experience Details
  • Epiq Partners, Llc
    Managing Partner
    Epiq Partners, Llc Sep 2012 - Present
    Greater Minneapolis-St. Paul Area
    EPIQ Partners provides Investment Counsel, Portfolio Management and Solutions Driven Advice for a select group of entrepreneurs, senior level executives, successful professionals and quality people.We are a boutique investment office for successful families and their related interests. We bring a partnership mentality to all of our relationships and constantly work toward outcomes that are the best of what is possible.
  • Trison Capital, Llc
    Owner
    Trison Capital, Llc Apr 2006 - Present
    Private Entity
  • Tealwood Asset Management
    Principal And Investment Officer
    Tealwood Asset Management Apr 2006 - Sep 2012
    Team member of a small investment firm with a focus on serving clients, investing well, raising firm awareness and growing assets. Record of success on all fronts.
  • Marquette Asset Management
    Vice President
    Marquette Asset Management Dec 2004 - Aug 2005
    Critical member of a team that successfully launched an investment advisory firm under the Marquette Financial Companies umbrella. Vital contributions on the front end that allowed the firm to operate and grow during the early stages.
  • Bel Air Investment Advisors
    Analyst
    Bel Air Investment Advisors Apr 2002 - Dec 2004
    Part of a new office expansion serving Ultra-High Net Worth Clients.
  • Jeffrey Slocum & Associates
    Consulting Associate
    Jeffrey Slocum & Associates Nov 2000 - Apr 2002
    Served large institutional investment pools with manager due diliegence, performance evaluation and quarterly reports and presentations.
  • Lurie Besikof Lapidus & Company, Llp
    Manager
    Lurie Besikof Lapidus & Company, Llp Jun 1996 - Aug 2000
    Accounting and Audit for closely held businesses and small public companies.
  • Kpmg Llp
    Supervising Senior
    Kpmg Llp 1993 - 1996

Bruce Langer, Cfa Skills

Investments Asset Management Entrepreneurship Portfolio Management Value Investing Alternative Investments Financial Planning Networking Connecting People Volunteer Leadership Parenting Life Fun Golf Investment Management Investment Advisory Investment Strategies Asset Allocation

Bruce Langer, Cfa Education Details

Frequently Asked Questions about Bruce Langer, Cfa

What company does Bruce Langer, Cfa work for?

Bruce Langer, Cfa works for Epiq Partners, Llc

What is Bruce Langer, Cfa's role at the current company?

Bruce Langer, Cfa's current role is Founder and Managing Partner - Collaborator with complex and successful families seeking EPIQ investment results.

What is Bruce Langer, Cfa's email address?

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What is Bruce Langer, Cfa's direct phone number?

Bruce Langer, Cfa's direct phone number is +161286*****

What schools did Bruce Langer, Cfa attend?

Bruce Langer, Cfa attended University Of Minnesota, University Of Minnesota - Carlson School Of Management, Hopkins High School.

What are some of Bruce Langer, Cfa's interests?

Bruce Langer, Cfa has interest in Networking, Golf, Investment Management, Family And Children.

What skills is Bruce Langer, Cfa known for?

Bruce Langer, Cfa has skills like Investments, Asset Management, Entrepreneurship, Portfolio Management, Value Investing, Alternative Investments, Financial Planning, Networking, Connecting People, Volunteer Leadership, Parenting, Life.

Who are Bruce Langer, Cfa's colleagues?

Bruce Langer, Cfa's colleagues are Ben Frey, Ctp, Daniel Aronson.

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