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
Managing Director - Senior Wealth Advisor
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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