Bruce Arella
Director/Board Member at Truview Bsi, LLC
Profile
Bruce Arella is the founder of The Ardent Cos.
LLC.
He currently holds positions as Director at Truview Bsi, LLC, Board Member at Franklin Madison Group LLC, Executive Partner at Mill Point Capital LLC, and Partner and Head of Real Estate at WE Family Offices Holdings LLC.
Mr. Arella previously held positions as COO, Managing Director & Manager Research at Orion Constellation Partners LLC, Director at Unity International Group, Inc., President at GFO Advisory Services LLC, Partner & President NY Family Office at GFO Advisory Services LLC, President, East & Midwest Regions at Robertson Stephens Advisors LLC, Board of Advisors at Claybrook Capital LLC, and Partner & Head of Real Estate at WE Family Offices Holdings LLC.
Mr. Arella received an undergraduate degree from Long Island University and a graduate degree from Columbia Business School.
Bruce Arella active positions
| Companies | Position | Start |
|---|---|---|
| Truview Bsi, LLC | Director/Board Member | 01/01/2019 |
Franklin Madison Group LLC
 Franklin Madison Group LLC Advertising/Marketing ServicesCommercial Services Franklin Madison Group LLC provides financial security services for individuals and families by delivering insurance products. It specializes in the distribution, marketing and administration of insurance products. The company was founded in 1979 and is headquartered in Franklin, TN. | Director/Board Member | 01/06/2022 |
Mill Point Capital LLC
 Mill Point Capital LLC Investment ManagersFinance Mill Point Capital LLC (Mill Point Capital) is private equity firm founded in 2013 by Michael Duran. The firm is headquartered in New York. | Consultant / Advisor | - |
WE Family Offices Holdings LLC
 WE Family Offices Holdings LLC Financial ConglomeratesFinance WE Family Offices Holdings LLC provides financial services. Maria Elena Lagomasino has been the CEO of the American company since 2013. | Private Equity Investor | - |
Former positions of Bruce Arella
| Companies | Position | End |
|---|---|---|
Claybrook Capital LLC
 Claybrook Capital LLC Investment ManagersFinance Claybrook Capital LLC (Claybrook) is a wealth management firm headquartered in Wellesley, Massachusetts. The firm was co-founded by Jerry A. Nigro and Bruce Arella in 2016. They were acquired in 2023 by Lido Advisors LLC. Claybrook offers wealth management and related advisory services to individuals, high-net-worth individuals, trusts, estates and small business owners. | Consultant / Advisor | 01/11/2023 |
Unity International Group, Inc.
 Unity International Group, Inc. Information Technology ServicesTechnology Services Unity International Group, Inc. provides information technology and telecommunications services. It offers electrical construction, mission critical systems, data and telecommunication construction, and maintenance services. The company was founded in 1947 and is headquartered in Flushing, NY. | Director/Board Member | 01/05/2018 |
Robertson Stephens Advisors LLC
 Robertson Stephens Advisors LLC Investment ManagersFinance Founded in 2013, Robertson Stephens Advisors LLC is a wealth management firm and registered investment advisor located in San Francisco, California. The firm is a subsidiary of Robertson Stephens LLC. They provides investment advisory services to individuals, including high net-worth individuals and families, and associated trusts, estates, family offices, charitable organizations, pension and profit sharing plans, and other legal entities. | President | 01/11/2015 |
WE Family Offices Holdings LLC
WE Family Offices Holdings LLC Financial ConglomeratesFinance WE Family Offices Holdings LLC provides financial services. Maria Elena Lagomasino has been the CEO of the American company since 2013. | Private Equity Investor | 01/06/2015 |
GFO Advisory Services LLC
 GFO Advisory Services LLC Investment ManagersFinance GFO Advisory Services LLC (GFOAS) is a SEC-registered investment advisor and hedge fund manager headquartered in Jupiter, Florida. The firm was founded in 1989 and formerly known as GenSpring Family Offices LLC and prior to that Asset Management Advisors LLC. They are owned by GenSpring Holdings, Inc., a subsidiary of Truist Financial Corp. (NYSE: TFC). GFOAS is the general partner/managing member and/or investment adviser to a group of privately pooled investment vehicles. | Private Equity Investor | 01/04/2013 |
Training of Bruce Arella
| Long Island University | Undergraduate Degree |
| Columbia Business School | Graduate Degree |
Experiences
Positions held
Connections
1st degree connections
1st degree companies
Male
Female
Members of the board
Executives
Linked companies
| Private companies | 10 |
|---|---|
Orion Constellation Partners LLC
 Orion Constellation Partners LLC Investment Trusts/Mutual FundsMiscellaneous Orion Constellation Partners LLC operates as an investment fund. The company is a diversified fund of hedge funds, which was formed to institutionalize and scale the investment fund management. The company was established in November 2006 and is headquartered in New York, NY. | Miscellaneous |
GFO Advisory Services LLC
GFO Advisory Services LLC Investment ManagersFinance GFO Advisory Services LLC (GFOAS) is a SEC-registered investment advisor and hedge fund manager headquartered in Jupiter, Florida. The firm was founded in 1989 and formerly known as GenSpring Family Offices LLC and prior to that Asset Management Advisors LLC. They are owned by GenSpring Holdings, Inc., a subsidiary of Truist Financial Corp. (NYSE: TFC). GFOAS is the general partner/managing member and/or investment adviser to a group of privately pooled investment vehicles. | Finance |
Robertson Stephens Advisors LLC
Robertson Stephens Advisors LLC Investment ManagersFinance Founded in 2013, Robertson Stephens Advisors LLC is a wealth management firm and registered investment advisor located in San Francisco, California. The firm is a subsidiary of Robertson Stephens LLC. They provides investment advisory services to individuals, including high net-worth individuals and families, and associated trusts, estates, family offices, charitable organizations, pension and profit sharing plans, and other legal entities. | Finance |
| Truview Bsi, LLC | |
Franklin Madison Group LLC
Franklin Madison Group LLC Advertising/Marketing ServicesCommercial Services Franklin Madison Group LLC provides financial security services for individuals and families by delivering insurance products. It specializes in the distribution, marketing and administration of insurance products. The company was founded in 1979 and is headquartered in Franklin, TN. | Commercial Services |
Claybrook Capital LLC
Claybrook Capital LLC Investment ManagersFinance Claybrook Capital LLC (Claybrook) is a wealth management firm headquartered in Wellesley, Massachusetts. The firm was co-founded by Jerry A. Nigro and Bruce Arella in 2016. They were acquired in 2023 by Lido Advisors LLC. Claybrook offers wealth management and related advisory services to individuals, high-net-worth individuals, trusts, estates and small business owners. | Finance |
Unity International Group, Inc.
Unity International Group, Inc. Information Technology ServicesTechnology Services Unity International Group, Inc. provides information technology and telecommunications services. It offers electrical construction, mission critical systems, data and telecommunication construction, and maintenance services. The company was founded in 1947 and is headquartered in Flushing, NY. | Technology Services |
WE Family Offices Holdings LLC
WE Family Offices Holdings LLC Financial ConglomeratesFinance WE Family Offices Holdings LLC provides financial services. Maria Elena Lagomasino has been the CEO of the American company since 2013. | Finance |
Mill Point Capital LLC
Mill Point Capital LLC Investment ManagersFinance Mill Point Capital LLC (Mill Point Capital) is private equity firm founded in 2013 by Michael Duran. The firm is headquartered in New York. | Finance |
The Ardent Cos. LLC
 The Ardent Cos. LLC Investment ManagersFinance The Ardent Cos. LLC provides real estate investment and asset management services. It offers residential real estate, commercial real estate, and ardent lending. The company was founded by Matthew Shulman in 2012 and is headquartered in Atlanta, GA. | Finance |
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