Bruce Hotaling

Managing Director - Senior Wealth Advisor

Role
Managing Director - Senior Wealth Advisor at Focus Partners
Location
Wayne, PA, US
LinkedIn followers
500 followers
Finance & AccountingView LinkedIn profile

Experience

  1. Managing Director - Senior Wealth Advisor

    Focus Partners

    Nov 2024 — Present · Wayne, PA, US

Education

  • Hobart and William Smith Colleges

    BA, English and German

    1978 — 1982

  • American University - School of International Service

    MA, International Affairs

    1984 — 1986

Skills

  • Alternative Investments
  • Strategic Financial Planning
  • Investment Management
  • Asset Allocation
  • Mutual Funds
  • Equities
  • Securities
  • Investments
  • Series 7
  • Wealth Management
  • Investment Advisory
  • Financial Planning
  • Series 63
  • Portfolio Management

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Bruce Hotaling — Managing Director - Senior Wealth Advisor at Focus Partners in Wayne, PA, US | Unifers