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CFA®
Chief Investment Officer
Steve Bruno comes to Twelve Points Wealth with over 35 years of institutional investment management experience in both the Public and Private Equity sectors of the market. During that time he has served in various leadership roles including Co-President, Senior Portfolio Manager and Chief Quantitative Strategist.
As a portfolio manager, he managed over $2.0B in both long-only and long-short equity portfolios. Most recently he was associated with a private equity investment advisory firm which advised on over $1.0 billion in resilient energy transactions during Mr. Bruno’s tenure. Prior to that he was President and Chief Investment Officer at an investment management firm he founded in early 2007. He received a B.A. in Economics and his M.B.A. in Finance from New York University and is a CFA Charterholder.
Steve and his family live on the Seacoast of New Hampshire and when he’s not working, he enjoys upland bird hunting and classic cars.
*Please Note: Limitations. The achievement of any professional designation, certification, degree, or license should not be construed by a client or prospective client as a guarantee that he/she will experience a certain level of results or satisfaction if Twelve Points Wealth is engaged, or continues to be engaged, to provide investment advisory services.