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 from the Stanford Graduate School of Business and a Bachelor of Science from Stanford University.

He is an avid outdoorsman and a backyard beekeeper.