Bruce Tenenbaum

Bruce Tenenbaum is an accomplished private wealth management expert with years of experience under his belt. He has worked for reputed firms like UBS and Goldman Sachs before moving to his current role as Managing Director at Rockefeller Capital Management. Bruce boasts an impressive educational background, having studied Research Fellow, Analytic Philosophy at UCLA Department of Philosophy, Logic and Epistemology at The New School For Social Research, MBA, Finance at USC Marshall School of Business, and BA, Logic/Philosophy at Columbia College (NY). His expertise includes investment management, Global Family Office services, and tax planning for high-net-worth executives, venture capitalists, private equity, and real estate investors. Bruce functions as a reliable source of guidance for clients' wealth advisory practice, from pre-liquidity planning to transfer strategies, and provides customized strategies and risk management. He prioritizes understanding his clients' true tolerance for risk to ensure their portfolios are consistent with it.