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Rob Bruch CFA

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Email: ****h@middletonco.com
Location: Boston, Massachusetts, United States
Current employer:
Middleton & Company, Inc.
Current title:
Chief Investment Officer
Last updated: 21/09/2023 00:28 AM
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About

Rob Bruch CFA is from Boston, Massachusetts, United States. Rob is currently Chief Investment Officer at Middleton & Company, Inc., located in Boston, Massachusetts, United States.

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Rob Bruch CFA's current jobs
Company: Middleton & Company, Inc.
Title: Chief Investment Officer
Period: Jul 2019 - Present (5 years, 4 months)
Location: Boston, Massachusetts, United States

Middleton & Company is an independent investment counseling firm dedicated to providing objective advice and disciplined investment management. Our mission is simple: to help our clients achieve a sense of comfort and clarity about their financial lives. We have only achieved our goal when you succeed in achieving your goals. At Middleton & Company, you work with a firm that puts you and your interests first. Our passion for taking care of clients motivates us every day in our dedication to providing personalized service and tailored solutions. At our firm, clients are not just account numbers or anonymous assets in a fund; they are real people who require individual attention. Integrity underlies all of our decisions. As a matter of policy since our founding in 1984, we have avoided direct investments in alcohol, tobacco and gaming stocks. And, in our client relationships we do not sell investment products and do not accept commissions. We are paid only by our clients for independent, unbiased advice. We believe that this makes good business sense, good investment sense and good common sense. We are an independent and employee-owned firm. This strengthens every aspect of our relationship with clients, fosters our dedication to service, supports the stability of our team and enables us to maintain a long-term focus. I joined Middleton & Company at the beginning of 2013 as an equity research analyst and today serve as Chief Investment Officer. I also manage investment portfolios for individuals, families, trusts, and charitable institutions. To learn more about Middleton & Company, please visit www.middletonco.com. I can be reached at rob.bruch@middletonco.com

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