Bruce has been an active member in the financial services industry since 1993, including extensive experience in advising institutional investors and complex families in a consultative manner. He started his career as an auditor with an international public accounting firm and moved into investment advisory services with top tier Minneapolis-based firms Jeffrey Slocum Associates, Bel Air Investment Advisors, Marquette Asset Management and Tealwood Asset Management. As an Evans Scholarship recipient, Bruce earned his B.S.B. in Accounting at the University of Minnesota Carlson School of Management. He holds the Chartered Financial Analyst (CFA) designation and is a member of the CFA Society