Bruce Weininger
University of Illinois Urbana-Champaign
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Bruce Weininger is a highly experienced financial professional with 37.9 years of work experience. He specializes in investment management, personal financial planning, estate tax planning, and retirement planning. Based in Chicago, Illinois, Bruce has provided comprehensive financial planning advice to high net worth individuals and institutions. He has been the primary source of financial advice to Fortune 500 Chief Executive Officers and Chief Financial Officers. Bruce values his trusted advisor position and strives to provide exceptional client service and sound investment selection. He is committed to attracting and retaining the highest caliber employees at KIG.
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About
Since 1988, Bruce has provided comprehensive financial planning advice to high net worth individuals and institutions. Bruce has been the primary source of financial advice to more than a dozen Fortune 500 Chief Executive Officers and Chief Financial Officers. Kovitz Investment Group strives to provide its clients with best-in-class investment management and planning services through outstanding client service and sound investment selection, while putting clients’ interests first. KIG values its trusted advisor position in each client’s financial affairs and continually works to earn this trust through strong, long-term client relationships with knowledgeable KIG investment professionals offering independent, unbiased advice in an honest and ethical manner. KIG seeks to provide this level of service by continuing to adapt and improve client service offerings and by continuing to attract and retain the highest caliber employees in their respective positions.
...See MoreWork Experience
Principal
Principal
Financial Services
Bruce Weininger's Professional Milestones
- Partner (2000-01-01~2004-01-01): Provided strategic partner development and secured partnerships, elevating the company's mission and driving positive business growth
- Partner (1989-01-01~2000-01-01): Secured significant partnerships to expand market share and drive business growth.
Education
Accounting
1982-1986Skill
Investment Management
Personal Financial Planning
Estate Tax Planning
Retirement Planning
Certification
Colleagues
Jeremy Wilson
chief compliance officer at kovitz
Carolyn Raden
Principal Chief Operating Officer | Chief Financial Officer
Patrick Wiese
Chief Information Officer
Jessica Cunnick
Chief People Officer
Ted Rupp
co-president at kovitz investment group llc
Other Named Bruce Weininger
Frequently asked questions
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Bruce Weininger's social media include: Linkedin,
Bruce Weininger works for Kovitz
Bruce Weininger's role in Kovitz is Principal
Bruce Weininger works in the industry of Financial Services
Bruce Weininger's colleagues are Jeremy Wilson,Carolyn Raden,Patrick Wiese
Bruce Weininger's latest job experience is Principal at Kovitz
Bruce Weininger's latest education in University of Illinois Urbana-Champaign