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Bruce Edwards
Bruce Edwards
Managing Director - Client Advisor | Freestone Capital Management
Mill Valley, California, United States
Bruce Edwards
Summary
Bruce Edwards is a seasoned wealth advisor with over 25 years of experience in managing high net worth individuals and families. Currently serving as a Managing Director and Client Advisor at Freestone Capital Management, he specializes in simplifying wealth complexities through comprehensive financial planning and tailored investment strategies. Bruce's career began at Morgan Stanley Dean Witter, and he has since held prestigious roles at firms such as Jefferies and Thomas Weisel Partners. In addition to his financial expertise, Bruce is deeply committed to community service, serving as Board Chair for Play Marin, which promotes diversity and inclusion through play. His educational background includes a B.S. in Geology from the University of Oregon. Outside of work, Bruce is passionate about fly fishing, having guided in various international locations. His diverse experiences enrich his perspective on wealth management and community engagement.
Bruce Edwards
Work Experience
Managing Director - Client Advisor at
Freestone Capital Management
September 2020 - Present
Board Chair at
Play Marin
March 2020 - January 2024
Principal - Wealth Management at
Parallel Advisors, LLC
March 2013 - September 2020
Director at
Henry's Fork Foundation
May 2011 - May 2013
Private Wealth Manager at
Jefferies Group Inc
August 2010 - March 2013
Private Wealth Manager at
Thomas Weisel Partners
August 1999 - August 2010
Associate at
Montgomery Securities
January 1998 - July 1999
Financial Representative at
Morgan Stanley
November 1996 - December 1997
Fly Fishing Guide at
Frontiers International Travel
September 1995 - September 1996
Bruce Edwards
Education
University of Oregon, B.S (No Bs!)
January 1987 - January 1991
cate school
January 1982 - January 1986
Crane School
Frequently Asked Questions about Bruce Edwards
What is Bruce Edwards email address?
Bruce Edwards's primary email address is *****@freestonecapital.com. To view the full verified email and additional contact details, sign up for free with Muraena.
What company does Bruce Edwards work for?
Bruce Edwards is a Managing Director - Client Advisor at Freestone Capital Management, a company specializing in Functions related to depository banking.
Where Bruce Edwards graduated from?
Bruce Edwards holds a degree in Geology from University of Oregon.
How can I directly contact Bruce Edwards?
To contact Bruce Edwards directly, you can use the email address *****@freestonecapital.com. Complete contact information is available upon registration with Muraena.
Who is Bruce Edwards?
Bruce Edwards is a seasoned wealth advisor with over 25 years of experience in managing high net worth individuals and families. Currently serving as a Managing Director and Client Advisor at Freestone Capital Management, he specializes in simplifying wealth complexities through comprehensive financial planning and tailored investment strategies. Bruce's career began at Morgan Stanley Dean Witter, and he has since held prestigious roles at firms such as Jefferies and Thomas Weisel Partners. In addition to his financial expertise, Bruce is deeply committed to community service, serving as Board Chair for Play Marin, which promotes diversity and inclusion through play. His educational background includes a B.S. in Geology from the University of Oregon. Outside of work, Bruce is passionate about fly fishing, having guided in various international locations. His diverse experiences enrich his perspective on wealth management and community engagement.
Bruce`s contact details
*****@freestonecapital.com
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