Bruce R. Wall

Bruce R. Wall, CIMA®

Senior Vice President–Wealth Management
Global Institutional Consultant
P: 301.215.4448
Bruce.Wall@ml.com

 

For over 21 years, Bruce has worked with George Dunn and Peter Dunne to deliver customized investment solutions for the increasingly complex needs of institutional investors. Across both traditional and alternative asset classes, Bruce assists with asset allocation analysis, investment policy analysis, portfolio construction and performance measurement.

Bruce has been involved in a number of strategic efforts in the industry focused on performance measurement technologies, custody reporting and asset allocation modeling. In addition, Bruce leads the team in working with clients' attorneys, accountants, auditors and actuaries to assist in the ongoing oversight of their investment assets and the increasingly complex audit and accounting requirements. He holds the Financial Industry Regulatory Authority (FINRA) Series 7, 63 and 65 registrations, holds the Certified Investment Management Analyst® (CIMA®) designation and is a member of the Investment Management Consultants Association.

Bruce received his bachelor's degree in economics from the University of Virginia. He enjoys competitive cycling and sailing and spending time with his wife and four children.