R. Bruce Cameron, CFA
Bruce is the co-founder of Berkshire and co-leads the Firm’s Wealth Management practice.
Bruce joined Mr. McEver in establishing Berkshire in 1983 as the first independent investment bank covering the investment management and securities industries. He has over 35 years of industry experience and is also a frequent speaker at industry conferences and events. During his tenure at Berkshire, Bruce has advised on a wide range of M&A transactions in the real estate, mutual fund and institutional sectors.
Notable Transaction Experience:
Hightower / GMSSurgent (2023)
Rosemont Investment Group / Landmark Management, Inc (2023)
TMI Holdings / Argent Financial Group (2023)
Arche Associates / Stanhope (2022)
Eighteen Ninety Partners / Moors & Cabot (2022)
Foresight Group / Infrastructure Capital Group (2022)
Wealth Enhancement Group/ QCI Asset Management (2021)
Connectus Wealth Advisors/ NorthCoast Asset Management (2021)
CI Financial / Portola Partners (2021)
Creative Planning/ Iron Financial (2021)
Laird Norton Wealth Management / Filament (2020)
Stanhope Capital / Forbes Family Trust (2020)
Azimut/ Sanctuary Wealth (2020)
Eaton Vance / Water Oak (2020)
Westbrook / Goldman Sachs (2018)
MUFG Union Bank / Intrepid Investment Bankers (2018)
LaSalle Investment Management / Latitude Real Estate (2018)
CenterSquare (BNY Mellon) / Management & Lovell Minnick Partners (2017)
Stockbridge Capital / CITIC Capital (2017)
Allianz Global Investors / Sound Harbor (2016)
Legg Mason / Clarion Partners (2016)
Prior Work Experience:
HF2 Financial, Co-Founder, Chairman and CEO
Highbury Financial Inc., Co-Founder, Chairman
Paine Webber, Associate Director, Strategic Planning Group
Prudential Insurance Company, Comptroller’s Department and the Planning & Coordination Group
Education & Affiliations:
Harvard Business School, MBA
London School of Economics
Trinity College, BA in Economics
Fellow of the Life Management Institute
Past board member of the New York Society of Security Analysts
CFA charterholder and is a member of the CFA Institute