Bruce Laning, CFA
Managing Director
Bruce is a Managing Director at Wealthspire. In addition to his leadership role, he 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.
Please Note: Limitations. Professional designations, certifications, degrees, or licenses, recognition by publications or organizations, membership in professional organizations, or prior experience or success should not be construed by a client or prospective client as a guarantee of a certain level of results or satisfaction if Wealthspire is engaged, or continues to be engaged, to provide investment advisory services.
