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OLIVER PURSCHE

Oliver Pursche

Oliver Pursche is a senior financial services professional with over 20 years of investment management experience. Most recently, Oliver served as Chief Executive Officer of Bruderman Brothers and its affiliate Bruderman Asset Management, overseeing the day-to-day investment management, private equity and investment banking operations of the firm.

Mr. Pursche continues to support Bruderman’ s growth efforts as a board member and as the firms (outsourced) Chief Market Strategist.

OLIVER PURSCHE

Oliver Pursche is a senior financial services professional with over 20 years of investment management experience. Most recently, Oliver served as Chief Executive Officer of Bruderman Brothers and its affiliate Bruderman Asset Management, overseeing the day-to-day investment management, private equity and investment banking operations of the firm.

Mr. Pursche continues to support Bruderman’ s growth efforts as a board member and as the firms (outsourced) Chief Market Strategist.

Oliver Pursche

About

EXPERIENCE & EXPERTISE

Oliver Pursche has over 20 years of investment management, capital markets and corporate leadership experience working for some of the most venerable public and private financial institutions in the world, including PainWebber (now UBS), Neuberger Berman, and Trust Company of America. As President of GGFS and CEO of Bruderman Brothers, Oliver was integral in the successful merger of the two entities, ensuring that both firm’s eco-system and culture combined in an efficient manner. His successful work resulted in Wealth Management Magazine naming him a “Finalist” of the Family Office Initiative in 2017.

As an investment management professional, Oliver has long been regarded as a thought-leader. His opinions and views on investing and world affairs are frequently requested by CNBC, Bloomberg TV and Radio, Kiplinger’s and Forbes Magazines as well as many other national and world wide news outlets such as Reuters, The Street, and Dow Jones. In 2009, Oliver led the launch of the GMG Defensive Beta Fund, one of the first multi-alternative mutual funds available (in 2012 the fund ranked #1 in its Morningstar category). In June 2017, Oliver partnered with FTSE Russell (aka The London Stock Exchange) to help develop and oversee a new series of separately managed accounts with FTSE Russell, bringing another set of innovative solutions to the market place.

In his role as an advisor, Oliver has been named “amongst the best of the best” by Barron’s Magazine six years in a row as part of their “Top Independent Advisor” annual ranking.

Work

AVAILABILITY & ENGAGEMENT INQUIRIES

Family Offices as well as Multi-Family Offices may benefit greatly from engaging an outside Chief Investment Officer to help oversee the various investments, guide the family through contemplated investments or simply review the current portfolio holdings and provide a one-time or ongoing risk report. Unlike traditional asset managers and CIOs, Oliver’s firm works on a retainer basis instead of an asset based fee. If you’d like to learn more about these services and are interested in a potential engagement, please Click Here to contact Oliver.

Trustee and Fiduciary liability continues to rise, all the while the investment landscape is getting ever more complex. Engaging an outside trustee or fiduciary may be very worthwhile to help reduce the regulatory and compliance burdens put upon trustees. If you’d like to learn more about these services and are interested in a potential engagement, please Click Here to contact Oliver.

CURRICULUM VITAE 

History

EDUCATION

Bachelor’s degree from Bentley College (now Bentley University) with a concentration in Business Communications and Finance. Graduate level course work at the University of Pennsylvania’s Wharton School of Business.

Oliver Pursche Bentley Oliver Pursche Wharton

Corporate Governance and Advisory Work








GET IN TOUCH

Contact

LET’S TALK.

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