Easter Seals Southwest Florida

Bruce Mullin has been helping successful individuals and non-profit entities find appropriate investment solutions at Bank of America and its predecessor organizations for over 30 years. Included in his current work responsibilities are long range financial planning, customized risk management and strategic asset allocation, and the implementation and ongoing management of client investment portfolios. Involved in this process is a full knowledge of individual manager selection and blending, as well as the role of alternative investments.

Bruce’s prior experience includes both individual security analysis and fund management in both equities and fixed income portfolios.  He is active in and is a past president of CFA Tampa Bay Society.  Bruce hold both the Chartered Financial Analyst and Certified Financial Planner professional designations.  He is a graduate of Stetson University and the University of South Florida with a BBA and MBA degree respectively. Prior to his banking experience, Bruce was enlisted in the U S Marine Corps and served a tour of duty in South Viet Nam.