Profil
Mr. Robert G.
Bruch is a Chief Investment Officer at Middleton & Co., Inc. He joined the firm in 2013 as an Equity Research Analyst and is responsible for several sectors.
As Chief Investment Officer, Mr. Bruch is also responsible for overseeing the research efforts in all of the sectors as well as leading investment strategy discussions as part of the Investment Committee.
He has helped introduce tools to aid in stock selection and portfolio management in his time with the firm.
Prior to Middleton & Company, Mr. Bruch was a senior associate for a firm in Connecticut, advising clients in the chemical industry on M&A transactions and investing for the firm.
He graduated with a B.S.
in Chemical Engineering from Pennsylvania State University and an M.B.A. from the MIT Sloan School of Management.
He is a CFA charterholder and a member of the CFA Society Boston.
Postes actifs de Guy Bruch
| Sociétés | Poste | Début |
|---|---|---|
Middleton & Co., Inc.
Middleton & Co., Inc. Investment ManagersFinance Middleton & Co. actively manages the asset allocation process. The firm establishes appropriate target ranges for the major asset classes within a portfolio based on each client's requirements for income, liquidity, capital appreciation, taxes and risk tolerance. Relative valuations among asset classes and forward-looking analysis are used to determine where, within the target range, the allocation should be set. Portfolios are adjusted as valuations change between asset classes. | Directeur de la Recherche - Actions | 01/07/2015 |
Formation de Guy Bruch
Expériences
Fonctions occupées
Actives
Inactives
Sociétés cotées
Entreprise privées
Relations
Relations au 1er degré
Entreprises liées au 1er degré
Homme
Femme
Administrateurs
Exécutifs
Sociétés liées
| Entreprise privées | 3 |
|---|---|
Middleton & Co., Inc.
Middleton & Co., Inc. Investment ManagersFinance Middleton & Co. actively manages the asset allocation process. The firm establishes appropriate target ranges for the major asset classes within a portfolio based on each client's requirements for income, liquidity, capital appreciation, taxes and risk tolerance. Relative valuations among asset classes and forward-looking analysis are used to determine where, within the target range, the allocation should be set. Portfolios are adjusted as valuations change between asset classes. | Finance |
Massachusetts Institute of Technology
Massachusetts Institute of Technology Finance/Rental/LeasingFinance Functions as a College/University | Finance |
The Pennsylvania State University
The Pennsylvania State University Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
















