Tom Bruno is a Managing Director and Principal of Robertson Stephens. Located in Jackson, Wyoming and with 20 years of experience in the financial services industry, he works with high-net-worth clients, assisting them in effectively managing their wealth by identifying each client’s unique goals then implementing custom, comprehensive wealth plans to help accomplish those goals. Previously, Tom was a Wealth Advisor at Wells Fargo's Private Bank in Jackson and, prior to that, worked in the investment research space at FactSet where he ran their west coast region from San Francisco. Tom earned a Bachelor of Arts in Finance from the University of Iowa. He’s currently a Director at the St. Johns Health Foundation and also serves as the President of Jackson Hole’s Rotary Club. Outside the office, Tom can be found on a road bike or in a pair of trail running shoes. His wife, Jen, is an active volunteer in the public schools and their three kids tolerate Tom’s affinity for rock & roll autobiographies.
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More Business Info

Hours
Regular Hours
Mon - Fri:
Sat - SunClosed
Services/Products
Financial Planning High Net Worth Planning Income Tax Planning Investment Management Wealth Management
Categories
Investment Advisory Service, Financial Planners, Financial Planning Consultants, Financial Services, Investment Management, Investment Securities, Investments, Mutual Funds
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