Bruce J. Friedman

CEO

I have worked in the financial industry since 1989, beginning my career at Northern Trust in Chicago, specializing in Large Corporate ERISA as well as Personal Trust and Investment Management. I spent eighteen years at Northern Trust before joining Bank of America for a brief time and was responsible for Personal Trust and Investment Management clients.

My knowledge covers the financial services gamut. I offer a concierge type service which specifically caters towards individual clients needs, objectives, and goals. I work effectively with clients who have budgeting needs, investment management, insurance, and other issues designed to help my clients.

I’ve spoken or participated at a variety of conferences, including the Illinois State Bar Association-Family Law Section, The Chicago Bar Association-Family Law Section, The American Academy of Matrimonial Lawyers, American Banking Institute, Cannon Trust School, and various think tank discussions.

I am a Registered Representative of LPL Financial and also hold my life and health insurance licenses. I also have received training as a Divorce Mediator from Northwestern University in Chicago.

I am  on the Board of Building Peaceful Bridges, a non-profit organization supporting people of all faiths to integrate into American culture, and also an advisor to Inca-Digital,  an open-source data company, serving the crypto sector and the wider financial system and am a member of The Syracuse University Alumni Association.

I enjoy fishing, tennis, hiking, the outdoors, and spending time with my family.