Meet the Tiedemann team
Our commitment to clients is solidified in our structure as a partnership set up to hand down equity to future employees. Meet the Tiedemann team here.
Bruce Brugler
Managing Director
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Bruce 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 joined Tiedemann when the Firm merged with Presidio Capital Advisors, where he was a Managing Director developing, implementing and maintaining investment portfolios for high-net-worth families and individuals. He was the lead advisor in the San Francisco office and a member of both the Leadership and Investment Committees. Prior to Presidio, 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 earned a Master of Business Administration from the Stanford Graduate School of Business and a Bachelor of Science from Stanford University. Born and raised in California, he currently resides in Marin County with his wife and three children.