Bruce Schmerling

Bruce Schmerling has a strong background in investment operations and compliance, with experience working in various roles at reputable companies such as Venerable, National Philanthropic Trust, Duquesne Fund Services LLC, and Duquesne Capital Management LLC. Bruce has excelled in managing investment accounts, establishing new accounts, overseeing compliance reporting, and processing a variety of financial instruments. Their expertise in database operations, daily reconciliations, and supporting financial advisors to establish new accounts for high net worth donors has been instrumental in improving efficiency and reducing error rates. Bruce holds a Bachelor of Science degree in Crime, Law & Justice with a Business Option from Penn State University.