Bruce Van Newkirk

Bruce Van Newkirk, CFP®, CIMA®, CAIA®, CPWA®, CRPS®, is currently the Regional Director at Fidelity Institutional Asset Management and has a diverse background in finance and management spanning over two decades. They previously held significant roles, including Regional Sales Director at Morgan Stanley Smith Barney and Product Manager at Legg Mason. Bruce has also served as a Portfolio Analyst and Consulting Group Regional Manager, showcasing a strong ability to drive sales growth and foster partnerships. They hold multiple degrees in finance, including an MBA from Loyola University Maryland and Loyola College in Maryland, and a Bachelor's in Finance from Towson University. Additionally, Bruce contributed to the community as a volunteer in various organizations in 2023.