Profil
Bruce George McLaren worked as a Senior Portfolio Manager at Mascoma Wealth Management LLC, a Securities Trader at FMR LLC, a Financial Advisor at Morgan Stanley & Co. LLC, and a Principal at Community Financial Services Group LLC.
He received his undergraduate and graduate degrees from Brandeis University.
Anciens postes connus de Bruce George McLaren
| Sociétés | Poste | Fin |
|---|---|---|
Mascoma Wealth Management LLC
Mascoma Wealth Management LLC Investment ManagersFinance MWM generally invests client assets in domestic and international stocks, bonds, no load mutual funds, and exchange traded funds (ETFs). The firm’s asset allocation and security selection decisions position portfolios to participate in upside returns while mitigating the downside risk to principal. The portfolio manager then creates a client's portfolio based on the team's decisions and following the guidelines each client defines for their investment objectives and acceptance of risk. | Gestionnaire de Portefeuille-Actions | - |
FMR LLC
FMR LLC Investment ManagersFinance Provides investment advice | Corporate Officer/Principal | - |
Morgan Stanley & Co. LLC
Morgan Stanley & Co. LLC Investment Banks/BrokersFinance Provides brokerage services | Corporate Officer/Principal | - |
Community Financial Services Group LLC
Community Financial Services Group LLC Investment ManagersFinance Community Financial Services Group assists clients with investment advice and management, trusts (revocable living trusts, irrevocable trusts, charitable trusts), retirement plans and IRAs, and minimizing estate and income taxes. | Corporate Officer/Principal | - |
Formation de Bruce George McLaren
Expériences
Fonctions occupées
Actives
Inactives
Sociétés cotées
Entreprise privées
Sociétés liées
| Entreprise privées | 5 |
|---|---|
Community Financial Services Group LLC
Community Financial Services Group LLC Investment ManagersFinance Community Financial Services Group assists clients with investment advice and management, trusts (revocable living trusts, irrevocable trusts, charitable trusts), retirement plans and IRAs, and minimizing estate and income taxes. | Finance |
Morgan Stanley & Co. LLC
Morgan Stanley & Co. LLC Investment Banks/BrokersFinance Provides brokerage services | Finance |
Brandeis University
Brandeis University Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
FMR LLC
FMR LLC Investment ManagersFinance Provides investment advice | Finance |
Mascoma Wealth Management LLC
Mascoma Wealth Management LLC Investment ManagersFinance MWM generally invests client assets in domestic and international stocks, bonds, no load mutual funds, and exchange traded funds (ETFs). The firm’s asset allocation and security selection decisions position portfolios to participate in upside returns while mitigating the downside risk to principal. The portfolio manager then creates a client's portfolio based on the team's decisions and following the guidelines each client defines for their investment objectives and acceptance of risk. | Finance |
















