Devon Bruce Email & Phone Number

Albany, Ny, Us

Albany, Ny

• 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.

Atlanta, Ga

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 long-term goals and support their legacy. The firm has a long history of providing integrated family office services and a long-respected internal manager research and due diligence process, and leadership in sustainable and impact investing.

Englewood, Nj

Boston, Ma

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 Advisor for thirteen high net worth families comprised of thirty eight clients, including second and third generations with assets under advisement of $220 million. Responsible for advising on all aspects of each client’s financial picture, notably developing and implementing an appropriate investment strategy, financial planning, and philanthropy. Investment Officer for additional group of seven families and twenty one clients. Assets under advisement of over $200 million. Develop, recommend, and execute an appropriate investment strategy based on client objectives, risk tolerance and investment policy guidelines. Continuously update clients on recommended managers and capital markets. Present 'Best Thinking' allocation, asset class expectations, attribution, and manager investment strategy, illustrating portfolio construction and rebalancing rationale. Recommended asset classes include fixed income, equities, credit alternatives, and hedge funds. Subject of ‘Swapping Assets to Balance Trust Portfolios’ published in The Wall Street Journal’s ‘Wealth Advisor’ section of WSJ.com in April 2014.

New York, Ny

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 uses.Solicited new business, resulting in millions of dollars of increased assets under management and additional firm revenue.NASD Licenses, Series 7 & 66

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.

Mba, Finance

Activities and Societies: Six Sigma Green Belt Certification, MBA Investment Club

Bachelor Of Arts, Economics

Activities and Societies: Men's Basketball-Captain, Sigma Chi Fraternity-Treasurer, Omicron Delta Epsilon- International Honor Society.