Founder and Portfolio Manager of StoneCastle Investment Management Inc. and a former portfolio manager for some of the largest investment dealers in Canada and the U.S., Bruce brings over 22 years of experience to fund management.
A graduate of the University of Alberta with a Bachelor of Commerce degree specializing in finance, Bruce has earned multiple designations in investment management.
These include the Chartered Alternative Investment Analyst (CAIA) and the Chartered Financial Analyst (CFA) designation, one of the most prestigious designations in the financial industry. Bruce is a past president of the Okanagan CFA society.
Married with two children, Bruce enjoys golf, skiing, hockey, kart racing, fitness training and travel. He elects to live in Kelowna for the lifestyle opportunities it provides for his wife and family.