Bruce Berti

Bruce began his professional career near his hometown of Cheshire, MA. His first role was as an Accounting Manager at a ski resort where he developed a solid foundation in financial management while navigating the unique challenges of the resort industry.

In 2006, Bruce transitioned into wealth management as the Controller for Dion Money Management in Williamstown, MA. His career later took him to San Diego, where he served as Chief Financial Officer at HoyleCohen, a well-established wealth management firm. In this leadership role, he guided financial strategy and supported the firm’s commitment to excellence for both clients and staff.

Bruce’s academic background includes dual degrees in Business Administration and Philosophy from North Adams State College, blending his analytical skills with a thoughtful approach to decision-making. Outside of work, Bruce is an avid golfer and pickleball player. He also cherishes time spent with his five grandchildren, who bring joy and balance to his life.