Rick Bruce

Rick Bruce Email and Phone Number

President and Chief Investment Officer at Itasca Wealth Management, LLC @
Rick Bruce's Location
Wayzata, Minnesota, United States, United States
Rick Bruce's Contact Details
About Rick Bruce

Focused on developing and implementing customized investment strategies for high net worth individuals, trusts, and multi-generation family groups.

Rick Bruce's Current Company Details
Itasca Wealth Management, LLC

Itasca Wealth Management, Llc

President and Chief Investment Officer at Itasca Wealth Management, LLC
Rick Bruce Work Experience Details
  • Itasca Wealth Management, Llc
    President, Chief Investment Officer And Managing Member
    Itasca Wealth Management, Llc Apr 2015 - Present
    Greater Minneapolis-St. Paul Area
  • The Private Client Reserve At Us Bank
    Senior Vice President, Investment Managing Director
    The Private Client Reserve At Us Bank Mar 1995 - Jul 2013
    Greater Minneapolis-St. Paul Area
    The Private Client Reserve of US BankSenior Portfolio MangerSenior Vice PresidentInvestment Managing Director
  • Ges, Inc. (Marion Macmillan Family)
    Ceo
    Ges, Inc. (Marion Macmillan Family) 1991 - 1995
    Colorado Springs, Colorado Area
  • Waycrosse, Inc.
    Vice President Investments
    Waycrosse, Inc. 1987 - 1991
    Wayzata, Mn
  • Bremer Financial Services
    Vice President
    Bremer Financial Services 1984 - 1987
    Greater Minneapolis-St. Paul Area
  • Norwest Bancorp
    Vice President
    Norwest Bancorp 1979 - 1984
    Greater Minneapolis-St. Paul Area

Rick Bruce Skills

Portfolio Management Investments Asset Allocation Wealth Management Investment Strategies Investment Management Asset Management Wealth Management Services High Net Worth Individuals Alternative Investments Financial Analysis Mutual Funds Personal Financial Planning Asset Managment Strategic Financial Planning Equities Financial Services Securities Retirement Planning Financial Advisory Financial Planning Investment Advisory Fixed Income Hedge Funds Wealth Relationship Management Capital Markets Cash Management Financial Modeling Etfs Equity Indices Indices Index Options Covered Calls Index Funds

Rick Bruce Education Details

Frequently Asked Questions about Rick Bruce

What company does Rick Bruce work for?

Rick Bruce works for Itasca Wealth Management, Llc

What is Rick Bruce's role at the current company?

Rick Bruce's current role is President and Chief Investment Officer at Itasca Wealth Management, LLC.

What is Rick Bruce's email address?

Rick Bruce's email address is rb****@****aol.com

What schools did Rick Bruce attend?

Rick Bruce attended University Of Minnesota - Carlson School Of Management, University Of Minnesota-Twin Cities.

What skills is Rick Bruce known for?

Rick Bruce has skills like Portfolio Management, Investments, Asset Allocation, Wealth Management, Investment Strategies, Investment Management, Asset Management, Wealth Management Services, High Net Worth Individuals, Alternative Investments, Financial Analysis, Mutual Funds.

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