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
- 2014 -now Partner, Investment Solutions @
- 2008 -now Director @ United Lutheran Seminary Endowment Foundation
- 2018 -now Trustee @ Evangelical Lutheran Church in America Foundation
- 2013 -2014 Executive Vice President - Client and Consultant Relations and Business Development @ Smith Affiliated Capital Corp
- 2014 -now Partner - Client Portfolio Manager, Institutional Business Development, Consultant Relations @ Global Macro Hedge Fund
- 2012 -2013 Senior Vice President and Director, Institutional Business, Consultant Relations and Client PM @
- 2005 -2012 Managing Director - Consultant, Client Relations and Business Development @
- 2007 -2011 Trustee @ Evangelical Lutheran Church in America Board of Pensions
- 2007 -2010 Affiliate Advisory Board Member @
- 2007 -now Corporate Partner Advisory Committee Member @
- 2003 -2005 Executive Director and Client Advisor, Sales and Client Relations @
- 2000 -2003 Senior Vice President, Partner, and Director Global Client Relations and Sales @ Martingale Asset Management l.p
- 1998 -2000 Managing Director @
- 1994 -1998 Senior Vice President and Senior Institutional Portfolio Manager @
- 1986 -1994 Professor of Finance - Adjunct @
- 1983 -1994 Chief Investment Officer @ Comerica Bank Woodbridge Capital Management
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 4 emails and 6 mobile phone numbers on RocketReach.
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