Bruce is a member of the NYSSCPA Committees on Estate Planning and Personal Financial Planning.
Columbia University Graduate School of Business, MBA
Columbia University School of Law, JD
The Johns Hopkins University, BA (Phi Beta Kappa)
Comprehensive Financial Planning
Intergenerational Wealth Transfer
Financial Planning for Civil Unions/Same Sex Couples
Member of the Bar, State of New York
Certified Public Accountant, New York
Personal Financial Specialist (AICPA)
Senior Financial Advisor, Summit Financial LLC.
Financial Advisor, UBS Financial Services, Inc.
CFO of both public and private companies.
Mergers and Acquisitions attorney at Skadden, Arps, Slate, Meagher and Flom.
Auditor, PricewaterhouseCoopers LLC
U.S. Navy Officer, 1969-1972.
Investment advisory and financial planning services offered through Summit Financial, LLC., an SEC Registered Investment Adviser. Headquartered at 4 Campus Drive, Parsippany, NJ, 07054. Tel. 973-285-3600. Fax. 973-285-3666. Some advisers may offer securities through Purshe Kaplan Sterling Investments, Member FINRA/SIPC. Headquartered at 80 State Street, Albany NY 12207 (“PKS”). PKS and Summit Financial, LLC. are not affiliated companies.
This website is available for informational purposes only and does not constitute an offer to sell or a solicitation to buy a security or any form of investment advice offered by Summit Financial, LLC
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