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Bruce Graham, CFAVice President, Financial Advisor

  • 83 Mason Street
    Greenwich, CT 06830
  • 203.489.1971
  • LinkedIn

Bruce joined CAPTRUST in 2013 as vice president, financial advisor and is responsible for providing retirement plan advisory services to corporate fiduciaries, as well as comprehensive wealth management services to high-net-worth investors, private foundations, corporate executives, and business owners. Prior to joining the firm, Bruce served as senior managing director with Clearbrook Global and has worked in the industry since 1981.

EDUCATION

  • Bachelor of Arts degree in economics from Bucknell University
  • Master of Business Administration degree from Stern School of Business

INDUSTRY DESIGNATIONS

  • Chartered Financial Analyst® (CFA)

Personal Profile

Hometown:
Greenwich, CT
Favorite Book or Movie:
A Prayer for Owen Meany and 12 Angry Men
Ideal Dinner Guest:
Albert Einstein, Mahatma Gandhi, and Abraham Lincoln
Words to Live By:
We shall go on to the end. We shall fight in France, we shall fight on the seas and oceans, we shall fight with growing confidence and growing strength in the air, we shall defend our island, whatever the cost may be.
Qualities I Admire in People:
Confidence, humor, and vision
Favorite Philanthropy:
St. Saviours Church