Serving clients nationwide, Bruce and his wife live in New York City with their two sons. He is a member of the American Institute of Certified Public Accountants and the New York State Society of CPA’s.

Bruce is a member of the NYSSCPA Committees on Estate Planning and Personal Financial Planning.

Education
Columbia University Graduate School of Business, MBA
Columbia University School of Law, JD
The Johns Hopkins University, BA (Phi Beta Kappa)

Specialization
Comprehensive Financial Planning
Intergenerational Wealth Transfer
Retirement Planning
Investment Management
Estate Planning
Financial Planning for Civil Unions/Same Sex Couples
Professional Designations
Member of the Bar, State of New York
Certified Public Accountant, New York
Personal Financial Specialist (AICPA)
Business Experience
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.