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Bruce Edwards

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Bruce Edwards

Managing Director - Client Advisor | Freestone Capital Management

Mill Valley, California, United States

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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.

General

Specialist

Leadership Experience

Long-Term Tenure

Professional interests

Leadership Development

Sustainability

Innovation

Organisational experience

Corporate Experience

Non-Profit Experience

Bruce Edwards

Work Experience

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Managing Director - Client Advisor at

Freestone Capital Management

September 2020 - Present

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Board Chair at

Play Marin

March 2020 - January 2024

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Principal - Wealth Management at

Parallel Advisors, LLC

March 2013 - September 2020

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Director at

Henry's Fork Foundation

May 2011 - May 2013

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Private Wealth Manager at

Jefferies Group Inc

August 2010 - March 2013

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Private Wealth Manager at

Thomas Weisel Partners

August 1999 - August 2010

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Associate at

Montgomery Securities

January 1998 - July 1999

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Financial Representative at

Morgan Stanley

November 1996 - December 1997

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Fly Fishing Guide at

Frontiers International Travel

September 1995 - September 1996

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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

mail

*****@freestonecapital.com

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