Gary Bonner

Gary Bonner is a highly accomplished and dynamic Chief Operating Officer (COO) well-versed in leading company operations as a strategic partner, specializing in the RIA sector. With over 20 years of experience in various Director and C-level roles, Gary has a proven track record of success. He excels in high-level planning, stakeholder engagement, and ensuring optimal results for companies and shareholders.

During his tenure at Avalon Advisors, LLC from 2001 to 2010, Gary demonstrated exceptional performance in roles such as Chief Operating Officer, Director of Finance, and Chief Compliance Officer. As COO, he spearheaded significant growth in assets under management, increasing AUM from $450 million with 10 employees to $9 billion with 72 employees. He successfully managed 550 client families, orchestrated a seamless transfer of $1.4 billion in assets and 1.1K client accounts, and showcased expertise in risk management, emerging technologies, cybersecurity, and a strong work ethic.

Gary is renowned for his innovative problem-solving skills and thought leadership in the RIA community. His contributions include white papers, articles, and panelist roles at prestigious events like the SS&C/Advent Deliver Conference. With a background in Economics/Finance from Texas A&M University, Gary is currently serving as the Chief Operating Officer at tru Independence, further cementing his position as a seasoned professional in the industry.