David Bruno, Cfa, Cpa
About David Bruno, Cfa, Cpa
David Bruno, CFA, CPA, is a Senior Manager at Vista Equity Partners, where he has worked since 2022. He has extensive experience in corporate finance and investment banking, having held positions at firms such as Bank of America, Grant Thornton LLP, and Citadel.
Current Role at Vista Equity Partners
David Bruno serves as a Senior Manager at Vista Equity Partners, having joined the firm in 2022. In this role, he is involved in various aspects of investment management and financial analysis. His responsibilities include overseeing financial operations and contributing to strategic decision-making processes within the firm.
Previous Experience at Citadel
Prior to his current position, David Bruno worked at Citadel for a total of six years. He held a role in the Office of the COO within the Global Quantitative Strategies division from 2017 to 2021. After a brief non-compete period, he continued to engage with Citadel from 2021 to 2023.
Career Background in Corporate Finance
David Bruno has extensive experience in corporate finance and valuation services. He worked at Grant Thornton LLP as a Manager in Corporate Finance and Valuation Services from 2011 to 2017. His role involved providing financial advisory services and conducting valuations for various clients.
Early Career at Bank of America
David Bruno began his career as an Investment Banking Analyst at Bank of America, where he worked from 2008 to 2011. His responsibilities included analyzing financial data and assisting in the execution of investment banking transactions, which provided him with foundational experience in the finance sector.
Education and Qualifications
David Bruno holds a Master of Science in Accountancy and a Bachelor of Science in Finance from Wake Forest University, where he studied from 2003 to 2008. He is also a Chartered Financial Analyst (CFA) and a Certified Public Accountant (CPA), which underscores his expertise in finance and accounting.