More than 26 years consulting experience. Bruce provides research and market intelligence on asset allocation and manager selection to leading corporate pension funds, endowments and foundations, and high net worth individuals. He has worked closely with financial institutions in building both traditional and alternative investment platforms including designing and allocating fund of hedge funds. Bruce is a frequent speaker on investment options and plan design of Defined Benefit and Defined Contribution plans. He received his BA in Economics from Bucknell University and his MBA in Finance from New York University. Also, he is a member of CFA Institute and the New York Society of Security Analysts. Prior to joining the firm in 1985, Bruce spent several years as an institutional investment consultant at Merrill Lynch & Co. Bruce holds Series 7 and 63 securities licenses.