Bruce Fox

Vice President Ii - Wealth Advisor @First Business Bank

Madison, WI, US
MOBILE NUMBERS
+91 *********19

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WORK HISTORY

Dec 2025 — Present

Vice President Ii - Wealth Advisor @First Business Bank

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Madison, WI, US

Delivering full balance sheet solutions for high net-worth clients including investments, private banking, credit, insurance, charitable giving, and fiduciary trust administration.

EDUCATION

1984 — 1988

Vanderbilt University

BA

1997 — 1999

Wisconsin School of Business

MBA

SKILLS

InvestmentsAsset AllocationMutual FundsFixed IncomeInvestment ManagementInvestment AdvisoryInvestment StrategiesAlternative InvestmentsWealth Management ServicesAsset ManagmentAsset ManagementWealth ManagementPortfolio Management

ABOUT BRUCE FOX

Experience. The Advantage.We’re passionate about helping businesses and people. Since the day our doors opened in 1990, we’ve believed that success relies on putting people first – our clients, our employees, our families, and our communities. The result is extremely engaged employees who feel supported and provide unmatched client satisfaction.First Business Financial Services (FBIZ) is the proud parent company of First Business Bank, providing shared corporate services to the entire organization. Our companies specialize in Business Banking, including Commercial Banking and Specialty Finance, Private Wealth, and Bank Consulting services.With comprehensive total rewards to support our team members, a commitment to valuing each other’s differences, and a focus on improving our communities, we are confident you’ll find the experience is your advantage. Member FDIC | Equal Housing Lender | Nasdaq: FBIZFirst Business Financial Services, Inc, First Business Bank, and First Business Specialty Finance, LLC, are Equal Opportunity

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