Profile
Mr. Bruce A.
Mandel is President & Chief Executive Officer at Oakwood Capital Management LLC (California).
He also chairs the Investment Policy Committee and co-manages the firm’s global investment strategies.
His other primary responsibilities are directing the firm’s business activities and strategic direction, mentoring the younger employees and growing the firm’s profitability.
He excels at developing consultative relationships with clients and helping them with their estate planning and other wealth management needs.
He joined the firm in March 1998.
Prior to starting his career in the investment industry, Mr. Mandel gained broad entrepreneurial and business experience in the real estate, import/export and restaurant industries.
His interest in real estate continues to this day.
After graduating from law school in 1977, he joined RNC Capital Management.
He became a Principal of that firm in 1984 and Director of Marketing and Client Service in 1992.
He also served on RNC’s Executive Management Committee, which involved overseeing all facets of the management of the company, until he left the firm to co-found Oakwood.
He is a member of the CFA Institute and the Los Angeles Society of Financial Analysts.
He has served on the Boards of various organizations, and was the former President of the Water Buffalo Club, which is a charitable organization dedicated to providing support and hosting events for the benefit of at-need and underserved children in the Los Angeles community.
He is a charter member of Rotary International District 5300 Las Vegas WON.
He is also an active member of ProVisors, a network of professionals dedicated to serving their clients with the highest standards of integrity, performance and accountability.
He received his BA from the University of California, Los Angeles and a JD from Southwestern University School of Law.
Former positions of Bruce Ansel Mandel
Companies | Position | End |
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Oakwood Capital Management LLC (California)
Oakwood Capital Management LLC (California) Investment ManagersFinance Oakwood Capital Management LLC (Oakwood) is a SEC-registered investment advisor headquartered in Los Angeles, California. The firm was founded in 1998 and is a subsidiary of Wealth Enhancement Group LLC, which is owned by WEG Holdings LLC. Oakwood provides discretionary investment management services to individuals, high net-worth individuals, trusts, estates, charitable organizations, banks, corporations, IRA accounts, 401(k) plans, pension and profit-sharing plans, foundations, endowments, municipalities, and trusts. | Chief Executive Officer | 2021-07-07 |
RNC Capital Management LLC
RNC Capital Management LLC Investment ManagersFinance RNC Capital Management LLC, dba Genter Capital Management (Genter Capital), is a SEC-registered investment advisor headquartered in Los Angeles, California. The firm was founded in 1968 and is a wholly owned subsidiary of Genter Capital LLC. Genter Capital acts as investment adviser to the Genter Capital Dividend Income Fund (GDIIX). | Corporate Officer/Principal | 1998-02-27 |
Training of Bruce Ansel Mandel
University of California, Los Angeles | Undergraduate Degree |
Southwestern University | Graduate Degree |
Experiences
Positions held
Connections
1st degree connections
1st degree companies
Male
Female
Members of the board
Executives
Linked companies
Private companies | 2 |
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Oakwood Capital Management LLC (California)
Oakwood Capital Management LLC (California) Investment ManagersFinance Oakwood Capital Management LLC (Oakwood) is a SEC-registered investment advisor headquartered in Los Angeles, California. The firm was founded in 1998 and is a subsidiary of Wealth Enhancement Group LLC, which is owned by WEG Holdings LLC. Oakwood provides discretionary investment management services to individuals, high net-worth individuals, trusts, estates, charitable organizations, banks, corporations, IRA accounts, 401(k) plans, pension and profit-sharing plans, foundations, endowments, municipalities, and trusts. | Finance |
RNC Capital Management LLC
RNC Capital Management LLC Investment ManagersFinance RNC Capital Management LLC, dba Genter Capital Management (Genter Capital), is a SEC-registered investment advisor headquartered in Los Angeles, California. The firm was founded in 1968 and is a wholly owned subsidiary of Genter Capital LLC. Genter Capital acts as investment adviser to the Genter Capital Dividend Income Fund (GDIIX). | Finance |
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