Bruce Smith

Bruce brings more than four decades of experience in financial services and prides himself on radical responsiveness and exceptional service. Bruce works with a highly experienced team of executive benefits consultants with one of the broadest backgrounds in the SERP industry. Based in Syosset, NY, Bruce’s background includes working as Managing Director of Archery Capital, a New York-based investment and venture capital firm; Senior Internet Analyst at Jefferies & Company and Merrill Lynch; and Senior Technology Analyst at Morgan Stanley Asset Management. In addition to a Bachelor of Business Administration in Finance, Bruce has also earned the designation of Chartered Financial Analyst® (CFA®). He has appeared on CNBC and 60 Minutes and been quoted in the Wall Street Journal, The New York Times as well as numerous trade publications.