Bruce is the co-founder of Berkshire Global Advisors and co-leads the Firm’s Wealth Management practice.
Bruce joined Mr. McEver in establishing Berkshire in 1983 as the first independent investment bank covering the investment management and securities industries. He has over 35 years of industry experience and is also a frequent speaker at industry conferences and events. During his tenure at Berkshire, Bruce has advised on a wide range of M&A transactions in the real estate, mutual fund and institutional sectors.
Notable Transaction Experience:
CenterSquare (BNY Mellon) / Management & Lovell Minnick Partners (2017)
Stockbridge Capital / CITIC Capital (2017)
Allianz Global Investors / Sound Harbor (2016)
Legg Mason / Clarion Partners (2016)
BNY Mellon / Atherton Lane (2016)
Aberdeen Asset Management / FLAG Capital Management (2015)
Legg Mason Investment Counsel / Stifel Financial (2014)
Parametric / Eaton Vance (2003)
Prior Work Experience:
HF2 Financial, Co-Founder, Chairman and CEO
Highbury Financial Inc., Co-Founder, Chairman
Paine Webber, Associate Director, Strategic Planning Group
Prudential Insurance Company, Comptroller’s Department and the Planning & Coordination Group
Education & Affiliations:
Harvard Business School, MBA
London School of Economics
Trinity College, BA in Economics
Fellow of the Life Management Institute
Past board member of the New York Society of Security Analysts
CFA charterholder and is a member of the CFA Institute
Recognizing the impact social media would have for Financial Advisors and RIAs I have spent the past ten years perfecting how they can compliantly leverage LinkedIn, Facebook, Twitter, and now Instagram, to acquire and retain clients.
Traveling extensively in the field, I have educated over 20,000 financial services professionals on the power of LinkedIn and other social media platforms as efficient brand building, retention and acquisition platforms. Most of those meetings have taken place at the desktop!
Additionally, in my role as #SocialMediaAdvisor to Two Dogs Social I have witnessed first-hand how they work closely with Financial Advisors to provide the strategy, planning, management, execution and training for LinkedIn, Facebook and Twitter. The Two Dogs Social Team can assist Financial Advisors and businesses of all types in creating an effective social media strategy or fine-tune and take their current strategy to the next level. Their main focus is to help business owners develop strategies that allow them to acquire and retain clients.
My ability for "early trend recognition" was instrumental in me being recognized as Institutional Investor's Fund Marketer of the Year.
Warren is the Founder and CEO of Flowspring, Inc. a leading provider of advanced competitive intelligence for asset managers, which was recently acquired by ISS Marketing Intelligence.
The software he developed aims to give quantitative support to all business decisions faced by asset managers from product launches and rationalization to optimal pricing strategies and M&A activity.
Prior to founding Flowspring, Warren was Head of Asset Management Software and Head of Quantitative Research at Morningstar where he led the development of global multi-asset class risk modeling, quantitative investment signals, and systematic institutional investment strategies.
Warren studied Industrial Engineering and Economics at Northwestern University, earned his MBA from The University of Chicago Booth School of Business, and is a CFA charterholder.
Melissa’s clients know that her top priority is the strategy needed to grow their business. To achieve this mission, she designs and implements customized marketing and communications strategies for companies of all sizes at various stages of growth to help attract investors via diverse distribution channels. Melissa has been helping financial services companies grow since 2001 when she joined SunStar Strategic.
Melissa is a contributor to SunStar's blog with over 4,500 subscribers featuring resources to help financial marketers learn and share ideas about marketing and distribution.
Formerly, Melissa worked as a leadership training program participant and registered representative with Strong Investments (now Wells Fargo Advantage Funds), where she earned her Series 6, 7 and 63 licenses. Melissa received her BSBA, magna cum laude, in marketing, with minors in advertising and communications studies from the University of Nebraska-Lincoln. She had dual concentrations of strategy and marketing in her MBA program at the Robert H. Smith School of Business at the University of Maryland, College Park, MD. Melissa also completed coursework in economics at Oxford University, England.
Blensley Point-du-Jour, Vice President of Marketing Services, is responsible for managing the firm's email, digital, and print services and providing Discovery Data clients with robust marketing programs. Blensley oversees a team of marketing specialists who execute and provide best practices, support, campaign execution, reporting and analytics.
Blensley has 15 years of marketing, digital strategy and creative experience, along with many years of management and product development. Before joining the firm, Blensley was Director of Marketing Operations at Jackson Hewitt and, prior to that, Global Email & Digital Marketing Manager at Thomson Reuters. Blensley has a BA in Marketing from St. Peter's College.
John Randall is the Director of Operations and Distribution of the Investment Company Institute (ICI). Mr. Randall joined ICI in 2016 with a focus on the bank/trust and retirement channels and is responsible for facilitating initiatives with industry stakeholders and collaborating with stakeholders to pursue and achieve related regulatory, legislative, and public policy goals. Additionally, Mr. Randall has responsibility for the small funds and series trust advisory committees. Mr. Randall has 25 years of experience in the financial services industry, including extensive knowledge of the retirement channel, back office operations and compliance. Prior to joining ICI, Mr. Randall served as Senior Vice President of Securities Operations for Reliance Trust and FIS company. Mr. Randall graduated from Suffolk University with a BA degree in communications.
Hibre enjoys building relationships with clients and helping them shape key messages so that every conversation with clients, prospects and the media has relevance and a positive impact. Media coverage has been and continues to be an important way to increase a company’s profile and establish branding, which requires both time and energy. Hibre makes this process a positive and motivating experience through patient and positive coaching on technique and strategy to maximize efficacy.
Hibre joined SunStar Strategic in 2007, working with financial services clients to help them grow their businesses and effectively communicate their key messages to clients and prospects. Even during tough markets, Hibre has helped clients grow and raise their firms’ profiles to add credibility in the minds of investors. Her insight into her clients’ needs has helped her identify opportunities and create the processes and accountability needed to engage in effective public relations and marketing campaigns.
Prior to joining the SunStar Strategic team, Hibre spent a year in China exploring Chinese business culture. Hibre was also a registered representative with Prudential Financial where she earned her Series 7 and 66 licenses. Hibre received her BS in management from the University of Massachusetts and an MBA at Pace University, New York, with a concentration in international business.
Hibre is fluent in Amharic (Ethiopian) and volunteers in the Ethiopian community to help newcomers adjust to the United States.