PARC Street Partners
Bruce D Smith, CFA, currently serves as Senior Benefits Consultant and Partner at PARC Street Partners, effective October 2023. With extensive experience in the financial services sector, including a prior role as Senior Benefit Consultant and Partner at OM Financial Group from March 2013 to October 2023, Bruce specializes in developing cost-effective employee benefit programs for credit unions and non-profits. Previously, Bruce held senior leadership positions such as Chief Strategic Officer at Answers.com and Managing Director at Archery Capital, overseeing significant investment funds and strategic initiatives. Bruce began a career in finance with roles at prominent firms including Jefferies & Company, Merrill Lynch, and Morgan Stanley Investment Management, ultimately cultivating a strong foundation in finance and investment analysis. Education includes a Bachelor of Business Administration (B.B.A.) in Finance from Baruch College.
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PARC Street Partners
PARC Street Partners, an independent financial services company, is committed to helping credit unions and non-profits provide cost-effective benefits plans designed to attract and retain talent. PARC stands for Plan, Attract, Retain and Compensate. PARC Street Partners offers both types of SERP options available to the non-profit world, Split Dollar plans as well as 457f plans. In addition, we provide educational webinars to the credit union industry. When seasoned experience meets radical service, everyone benefits!