Bruce Gelfand
Financial Advisor @ Morgan Stanley
About Bruce Gelfand
For almost 20 years, Bruce has been a financial advisor to corporations, corporate executives and business owners functioning as a discretionary portfolio manager focused on individualized risk-guided portfolio construction and total wealth integration. For corporations, Bruce is also an Accredited Investment Fiduciary® and a designated 3(21) Wells Fargo Retirement Plan Advisor. Opinions and comments expressed by LinkedIn Members are those of the persons submitting them and do not necessarily represent the views of the creator of this profile or their firm. This information is intended for use only by residents of New York, New Jersey, Connecticut, California, Massachusetts, Florida, South Carolina, Texas only.