Executive Vice President, General Counsel and a Member of FLI’s Investment Committee

Bruce has been part of the First Long Island Investors team since 1989.  His responsibilities at FLI include helping clients develop plans to minimize estate tax liability and establish wealth management plans for them and their extended families.  He and his team provide guidance to clients on a range of special situations including real estate planning and insurance evaluation and acquisition.  Bruce is also responsible for all compliance functions.  He is the investment committee’s lead on the sourcing, due diligence, and selection for most private and alternative investments.  Bruce began his career as an attorney with the U.S. Securities and Exchange Commission.  He worked in private practice with a New York City law firm, was assistant general counsel for a public company, and managed the Partnership Review Group for Merrill Lynch Pierce Fenner and Smith.  Bruce was a Senior Vice President of W.P. Stewart Asset Management (N.A.) from 1998 to 2003.

Bruce is a strong supporter of diabetes research and currently serves as secretary of the National Board of the Diabetes Research Institute Foundation and a member of its Executive Committee and also is a member of the Executive Committee of the Diabetes Research Institute Foundation Northeast Region Board of Directors. He is also chair of the Finance Committee of the National Board and a member of the audit committee. He formerly was Chairman of the Diabetes Research Institute Foundation Northeast Region Board of Directors.  He also previously served on the Board of Directors and Executive Committee of DRIF’s former Long Island Region.  Prior to his involvement with DRI, Bruce was active with the Juvenile Diabetes Research Foundation International and held various leadership positions including Vice President- Government Relations, Government Relations New York State Leader – Downstate, serving as a member of the Board of Directors of the New York City chapter, and as a member of JDRF’s investment committee.

Bruce graduated from Cornell University in 1970 and received a J.D. degree from New York University School of Law in 1974. He was admitted to the New York State Bar in 1975.  Bruce and his wife Rachel are avid travelers having visited more than 50 countries around the world, exploring several by bike.

To contact Bruce, please email him at bruce@fliinvestors.com.