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Blake Bruce

Private Advisor, Managing Director

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Blake F. Bruce is a Private Advisor, Managing Director for Rockefeller Capital Management. Prior to joining Rockefeller in 2019, he began his wealth management career at Morgan Stanley in 2003.

Since 2003, Blake has helped high-net worth families acquire, grow, and preserve assets while also helping them pass their wealth to future generations.  Blake works to streamline and simplify wealth management. He addresses both short- and long-term client goals, ensuring that every client receives a strategy and financial plan specifically designed to meet their unique objectives with forethought and care throughout their lifetime.

Blake was recognized by Forbes “Best in State Wealth Advisors” in 2018 and Forbes “America’s Top Next Generation Wealth Advisors” in 2018 and 2019.  He was also awarded as the Terry College of Business Young Alumni of the Year in 2012 and was a 40 under 40 honoree by the University of Georgia Alumni Association in 2015.

Blake earned a bachelor’s degree in finance at the University of Georgia.  He is currently on the Terry College of Business Emeritus Board and was the past Chair of The Terry College Alumni Board in 2020 and Terry College Young Alumni Board in 2010.  Blake currently serves on the Executive Committee of the Whitefield “Called Up” Capital Campaign.  He lives in Atlanta with his wife, Mary Catherine, and their two daughters.

 

The Forbes “Best in State Wealth Advisors” rankings discussed above was designated in 2018 and lasts for a period of one year until new rankings are released. The Forbes “America’s Top Next Generation Wealth Advisors” rankings discussed above were designated in 2018 and 2019 and last for a period of one year until new rankings are released.

Each advisor—selected by SHOOK Research—is chosen based on an algorithm of qualitative and quantitative criteria, including: in-person interviews; industry experience; compliance records; revenue produced; and assets under management. No compensation has been provided in connection with obtaining or using this award.