Bruce Brugler

Bruce is the co-lead of AlTi’s San Francisco office and 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.

Bruce worked at Tiedemann Advisors prior to the transaction that created AlTi, and before that at Presidio Capital Advisors, where he was a Managing Director and a member of both the Leadership and Investment Committees. Earlier in his career, Bruce 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.

Bruce holds a Master of Business Administration degree from the Stanford Graduate School of Business and a Bachelor of Science degree in Mechanical Engineering from Stanford University.