Mr. Laning is a Managing Director at Wealthspire Advisors. In addition to his leadership role, Bruce works directly with clients as a wealth advisor helping them navigate complex investment issues and providing perspective and expertise in managing taxable and retirement portfolios, family offices, retirement plans, and endowments.

A self-described “servant leader,” Bruce encourages employees to grow and develop into seasoned client-centric team members. Leveraging more than 30 years of experience in the financial services and investment advisory field, Bruce is a frequent speaker and media resource regarding the economy and investment markets. Active in his community, he is also a member of the Milwaukee Analysts Society, on the Board of Directors at Valparaiso University, and a Trustee for the Milwaukee Symphony Orchestra’s endowment fund.

Previous Experience

  • President at Baker Tilly Investment Advisors LP
  • Managing Director at Baker Tilly
  • Partner and Portfolio Manager at Marietta Investment Partners
  • Portfolio Manager at USBank
  • President at Firstar Investment Research and Management Co.

Education & Credentials

  • BS, Valparaiso University, Business Administration
  • MM, Northwestern University – J.L. Kellogg Graduate School of Management
  • CFA® Charterholder
  • Series 65 license