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Bruce is only the third managing partner in Porte Brown’s history. He directs the firm, ensuring that it leverages best practices to identify and meet client needs. Bruce builds on the core values of the firm’s founders: to help others, to earn the loyalty of clients, to establish processes and procedures to function efficiently and develop the best talent. In addition, Bruce is Porte Brown’s Professional Services Practice Group leader.
"We’re proud of our culture of teamwork and encourage each team member to develop his or her areas of expertise – and make their career at Porte Brown," said Bruce. "Porte Brown people, processes and our track record of producing 99% of tax returns on time make us a one-of-a-kind firm."
Bruce is also the champion partner for Porte Brown Wealth Management, acting as the liaison between Porte Brown and Porte Brown Wealth Management to ensure strong communication between the partners and staff of both companies.
"Porte Brown Wealth Management is a natural extension of our services and the latest addition to our portfolio," said Bruce. "We offer clients a unique vantage point through which they can assess their investment options." Bruce goes on to state that "clients look to their accountant as someone who is going through the wealth management process with them, as we do." "We don’t just hand them off, we help reassure them, over and over."
Bruce worked for three Fortune 500 firms before he turned 21. During that time, he learned about the importance of goal-setting and what it takes to run a successful business -- just some of the reasons why Tom Porte offered him his first position at Porte Brown: staff accountant. Bruce became a partner in 1993 and managing partner in 2003.
B.S., Accounting, Elmhurst College, Elmhurst, Illinois
Certified Public Accountant
FINRA Series 7
FINRA Series 66
Illinois Life, Accident and Health Insurance
Addison Chamber of Industry & Commerce: Board Member
Member American Institute of Certified Public Accountants
Member Illinois CPA Society
At Porte Brown we know that interesting people make for interesting stories. We pride ourselves on being relatable professionals with family, friends, interesting hobbies, and a deep appreciation for individual growth!
• Was once a drummer in a rock 'n' roll band!
• Is a licensed drag race car driver!
• Collects vintage cars!
• Once held a job as a school bus driver!
*Securities offered through 1st Global Capital Corp. Member FINRA, SIPC. Investment advisory services offered through 1st Global Advisors, Inc. We currently have individuals licensed to offer securities in the states of AL, AZ, CA, CO, CT, FL, GA, HI, ID, IL, IN, KY, MI, MS, MO, NV, NJ, NC, OH, RI, TN, TX, WA, WV and WI. This is not an offer to sell securities in any other state or jurisdiction.