Bruce George Email & Phone Number
Partner, Investment Solutions @ P/E Investments LLC
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Bruce George Location
- Southborough, MA, US
Bruce George Work
- Partner, Investment Solutions @ (December 2014 - Present)
- Director @ United Lutheran Seminary Endowment Foundation (October 2008 - Present)
- Trustee @ Evangelical Lutheran Church in America Foundation (March 2018 - Present)
- Executive Vice President - Client and Consultant Relations and Business Development @ Smith Affiliated Capital Corp (May 2013 - December 2014)
- Partner - Client Portfolio Manager, Institutional Business Development, Consultant Relations @ Global Macro Hedge Fund (November 2014 - Present)
- Senior Vice President and Director, Institutional Business, Consultant Relations and Client PM @ (March 2012 - June 2013)
- Managing Director - Consultant, Client Relations and Business Development @ (January 2005 - January 2012)
- Trustee @ Evangelical Lutheran Church in America Board of Pensions (January 2007 - January 2011)
- Affiliate Advisory Board Member @ (January 2007 - January 2010)
- Corporate Partner Advisory Committee Member @ (January 2007 - Present)
- Executive Director and Client Advisor, Sales and Client Relations @ (January 2003 - January 2005)
- Senior Vice President, Partner, and Director Global Client Relations and Sales @ Martingale Asset Management l.p (January 2000 - January 2003)
- Managing Director @ (January 1998 - January 2000)
- Senior Vice President and Senior Institutional Portfolio Manager @ (January 1994 - January 1998)
- Professor of Finance - Adjunct @ (January 1986 - January 1994)
- Chief Investment Officer @ Comerica Bank Woodbridge Capital Management (January 1983 - January 1994)
Bruce George Education
- Wayne State University
Master of Business Administration (Business Economics, Finance)
- Central Michigan University
Bachelor of Science in Business Administration (Finance)
Bruce George Skills
- Research Skills
- Consultative Selling
- Sales Processes
- Client Development
- Financial Markets
- Business Strategy
- Trading
- Higher Education
- Teaching
- Executive Management
- Teamwork
- Client Relations
- Manager Selection
- Strategic Thinking
- Equity Trading
- Management
- Equity Derivatives
- Investment Portfolios
- Direct Sales
- Financial Analysis
- Analytical Skills
- Investments
- Asset Management
- Investment Advisory
- Equities
- Mutual Funds
- Capital Markets
- Investment Management
- Finance
- Investment Strategies
- Asset Allocation
- Chartered Financial Analyst
- Fund Of Funds
- Endowments
- Private Equity
- Institutional Investments
- Strategy
- Fixed Income
- Alternative Investments
- Portfolio Management
- Fundraising
- Strategic Partnerships
- Pensions
- Leadership
- Financial Advisory
- Securities
- Customer Relations
- Hedge Funds
- Start-ups
- Bonds
- Venture Capital
- Microsoft Office
- Trust
- Customer Service
- Pension Funds
- CAIA
- New Business Development
- Options
- Business Development
- Rainmaker
- Team Building
- CFA
- CAIA Grader
- Sales Management
- CFA Level I standard setting panelist - CFA Institute
- Endowment Trustee
- Pension Trust Trustee
- Solid Presentation Skills
- Sales
- Marketing Strategy
- Financial Services
- Start Ups
- Cfa Level I Standard Setting Panelist
Bruce George Summary
- Bruce George, based in Southborough, MA, US, is currently a Partner, Investment Solutions at P/E Investments LLC. Bruce George brings experience from previous roles at United Lutheran Seminary Endowment Foundation, Evangelical Lutheran Church in America Foundation, Smith Affiliated Capital Corp and Global Macro Hedge Fund. Bruce George holds a Master of Business Administration in Business Economics, Finance @ Wayne State University. With a robust skill set that includes Research Skills, Consultative Selling, Sales Processes, Client Development, Financial Markets and more. Bruce George has 3 emails and 6 mobile phone numbers on RocketReach.
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