Bruce Evan Brugler
Portfolio Manager-Equities at Tiedemann Advisors LLC
Profile
Mr. Bruce E.
Brugler is a Managing Director at Tiedemann Advisors LLC.
He has direct responsibility for managing client relationships.
He works closely with clients to understand their goals and objectives; manage their investments, including impact investing; and integrate their investment strategy, philanthropy, and estate planning into a cohesive wealth management plan.
He is also a member of the firm’s Executive Committee.
He joined Tiedemann when the firm merged with Presidio Capital Advisors, where he was a Managing Director developing, implementing and maintaining investment portfolios for high-net-worth families and individuals.
He was the lead advisor in the San Francisco office and a member of both the Leadership and Investment Committees.
Prior to Presidio, he was a Managing Director at Montgomery Securities and Banc of America Securities.
He is a frequent speaker at industry conferences and has been published in the Wall Street Journal.
He earned a Master of Business Administration from the Stanford Graduate School of Business and a Bachelor of Science from Stanford University.
Bruce Evan Brugler active positions
Companies | Position | Start |
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Tiedemann Advisors LLC
Tiedemann Advisors LLC Investment ManagersFinance Tiedemann Advisors LLC is a SEC-registered wealth advisory firm headquartered in New York City. The firm was founded as Tiedemann Wealth Management LLC in 1999 and is a subsidiary of Alvarium Wealth Management Non-UK Ltd. in Great Britain. Tiedemann Advisors manages money for high-net-worth families and individuals as well as trusts, foundations, endowments, charitable organizations and other business or family related entities. | Portfolio Manager-Equities | 01/10/2016 |
Training of Bruce Evan Brugler
Stanford Graduate School of Business | Masters Business Admin |
Stanford University | Undergraduate Degree |
Experiences
Positions held
Connections
1st degree connections
1st degree companies
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Female
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Executives
Linked companies
Private companies | 1 |
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Tiedemann Advisors LLC
Tiedemann Advisors LLC Investment ManagersFinance Tiedemann Advisors LLC is a SEC-registered wealth advisory firm headquartered in New York City. The firm was founded as Tiedemann Wealth Management LLC in 1999 and is a subsidiary of Alvarium Wealth Management Non-UK Ltd. in Great Britain. Tiedemann Advisors manages money for high-net-worth families and individuals as well as trusts, foundations, endowments, charitable organizations and other business or family related entities. | Finance |
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