Devon Bruce Email & Phone Number
@wilmingtontrust.com
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Who is Devon Bruce? Overview
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Devon Bruce is listed as Portfolio Manager at Bank of America Private Bank, a company with 1636 employees, based in Albany, New York, United States. AeroLeads shows a work email signal at wilmingtontrust.com and a matched LinkedIn profile for Devon Bruce.
Devon Bruce previously worked as Senior Vice President at Wilmington Trust and Director at Pathstone Federal Street. Devon Bruce holds Mba, Finance from Boston University.
Email format at Bank of America Private Bank
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AeroLeads found 1 current-domain work email signal for Devon Bruce. Compare company email patterns before reaching out.
About Devon Bruce
Devon Bruce is a Portfolio Manager at Bank of America Private Bank. He possess expertise in portfolio management, advisory, risk management, asset management, services and 3 more skills.
Listed skills include Portfolio Management, Advisory, Risk Management, Asset Management, and 4 others.
Devon Bruce's current company
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Devon Bruce work experience
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Senior Vice President
Current- Responsible for utilizing Wilmington Trust's best thinking investment strategies to develop and implement custom portfolios for clients in Albany, Syracuse, Binghamton, and Vermont.
- Point of contact for clients, prospects and COI's regarding current economic and financial market conditions, strategy performance, and Wilmington Trust wealth services.
Director
Pathstone Federal Street is an independent, employee and family owned advisory firm that offers multigenerational families and institutions strategic wealth management and customized investment services. With professionals having decades of experience, we employ an advocacy-focused model that empowers our clients to define and achieve their unique.
Director
Senior Client Advisor
Federal Street Advisors provides conflict-free wealth advisory services and investment consulting to high net worth individuals, nonprofit organizations, and foundations. We have particular expertise in working with clients in transition, generational wealth transfer and clients interested in aligning their investments with their values or mission.Wealth.
Senior Client Associate
Analyzed the goals, risk tolerance, and financial situations of clients and prospects to create appropriate investment vehicles and strategies.Managed a group of over 300 clients with assets under management in excess of $800 million. Developed proficiency with separately managed products comprised of equities, fixed income, and MLPs, and their strategic.
Portfolio Administrator
Assisted Investment Counselors with existing client needs and helped to cultivate new leads. Performed analysis of client applications to make sure they met Goldman Sachs & Co compliance regulations.Implemented alternatives for enhancing application process. Detailed exposure to equity and fixed income separately managed accounts.
Colleagues at Bank of America Private Bank
Other employees you can reach at wilmingtontrust.com. View company contacts for 1636 employees →
Leslie Hudgon
Colleague at Bank Of America Private Bank
New Castle, Delaware, United States, United States
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CC
Connie Cao Leung
Colleague at Bank Of America Private Bank
Chino Hills, California, United States, United States
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DB
Deborah Boltz
Colleague at Bank Of America Private Bank
Westminster, Maryland, United States, United States
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NS
Noël Schueler
Colleague at Bank Of America Private Bank
Rosedale, Maryland, United States, United States
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AB
Alexa Broida
Colleague at Bank Of America Private Bank
Philadelphia, Pennsylvania, United States, United States
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AR
Angela Read
Colleague at Bank Of America Private Bank
Greater Hartford, United States
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VI
Vito Iacovazzi
Colleague at Bank Of America Private Bank
New York, New York, United States, United States
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VB
Vonnie Baker
Colleague at Bank Of America Private Bank
New Castle, Delaware, United States, United States
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KC
Kay Campbell
Colleague at Bank Of America Private Bank
United States, United States
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SH
Sara Henderson
Colleague at Bank Of America Private Bank
Stamford, Connecticut, United States, United States
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Devon Bruce education
Mba, Finance
Bachelor Of Arts, Economics
Frequently asked questions about Devon Bruce
Quick answers generated from the profile data available on this page.
What company does Devon Bruce work for?
Devon Bruce works for Bank of America Private Bank.
What is Devon Bruce's role at Bank of America Private Bank?
Devon Bruce is listed as Portfolio Manager at Bank of America Private Bank.
What is Devon Bruce's email address?
AeroLeads has found 1 work email signal at @wilmingtontrust.com for Devon Bruce at Bank of America Private Bank.
Where is Devon Bruce based?
Devon Bruce is based in Albany, New York, United States while working with Bank of America Private Bank.
What companies has Devon Bruce worked for?
Devon Bruce has worked for Bank Of America Private Bank, Wilmington Trust, Pathstone Federal Street, Pathstone, and Federal Street Advisors.
Who are Devon Bruce's colleagues at Bank of America Private Bank?
Devon Bruce's colleagues at Bank of America Private Bank include Leslie Hudgon, Connie Cao Leung, Deborah Boltz, Noël Schueler, and Alexa Broida.
How can I contact Devon Bruce?
You can use AeroLeads to view verified contact signals for Devon Bruce at Bank of America Private Bank, including work email, phone, and LinkedIn data when available.
What schools did Devon Bruce attend?
Devon Bruce holds Mba, Finance from Boston University.
What skills is Devon Bruce known for?
Devon Bruce is listed with skills including Portfolio Management, Advisory, Risk Management, Asset Management, Services, Financial Analysis, Financial Services, and Financial Planning.
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