Derek Bruno
Profile
Robert Derek Bruno worked as a Market Maker at Peacock, Hislop, Staley & Given, Inc., a Supervisor at CUSO Financial Services LP, a Principal at American Century Investments Value Yield LLC, a Principal at LT Trust Co., and a Senior Analyst & Portfolio Manager at Dunham Trust Co. He obtained an undergraduate degree from The Pennsylvania State University.
Former positions of Derek Bruno
| Companies | Position | End |
|---|---|---|
American Century Investments Value Yield LLC
 American Century Investments Value Yield LLC Miscellaneous Commercial ServicesCommercial Services American Century Investments Value Yield LLC provides asset management services. The company is headquartered in Kansas City, MO. | Corporate Officer/Principal | - |
LT Trust Co.
 LT Trust Co. Regional BanksFinance LT Trust Co. provides trust and custodial services that includes open architecture. The company was founded by Robert H. Beriault on November 19, 2009 and is headquartered in Denver, CO. | Corporate Officer/Principal | - |
CUSO Financial Services LP
 CUSO Financial Services LP Investment ManagersFinance CUSO Financial Services LP (CFS) is a SEC-registered investment advisor headquartered in San Diego, California. The firm was founded by Valorie A. Seyfert and Amelia H. Beattie in 1996. They are a wholly-owned subsidiary of Aws 3, Inc., which is owned by Atria Wealth Solutions, Inc. CFS, through its Investment Advisor Representatives (IARs), offers investment advisory services to individuals, high-net-worth individuals, pension and profit-sharing plans, charitable institutions, and corporations and other business entities. | Corporate Officer/Principal | - |
Peacock, Hislop, Staley & Given, Inc.
 Peacock, Hislop, Staley & Given, Inc. Investment Banks/BrokersFinance Founded in 1989, Peacock, Hislop, Staley & Given, Inc. (PHSG) is regional investment bank and securities brokerage firm located in Phoenix, Arizona with an trading office in St. Louis, Missouri. The firm is a subsidiary of Wedbush Securities, Inc. which acquired the firm in 2008 and their ultimate parent is Wedbush, Inc. They specialize in raising capital for and providing financial advice to municipal entities and middle-market companies. The firm also provides wealth management services and products for individuals, retirement plans and institutions. PHSG's services include corporate finance, public finance, private client, institutional brokerage services and investment research. The firm is a member of the NASD and the SIPC. | Corporate Officer/Principal | - |
Dunham Trust Co.
 Dunham Trust Co. Investment ManagersFinance Founded in 1999, Dunham Trust Co. is a privately-held Nevada trust company located in Reno, Nevada. The firm is an affiliate of Dunham & Associates Investment Counsel, Inc., a registered investment advisor and broker/dealer located in San Diego, California. Dunham Trust Co. offers traditional trust services including asset protection, captive insurance investment management, special needs trust, administration, probate services, succession planning and charitable giving, among other services. | Analyst-Equity | - |
Training of Derek Bruno
| The Pennsylvania State University | Undergraduate Degree |
Experiences
Positions held
Linked companies
| Private companies | 5 |
|---|---|
Dunham Trust Co.
Dunham Trust Co. Investment ManagersFinance Founded in 1999, Dunham Trust Co. is a privately-held Nevada trust company located in Reno, Nevada. The firm is an affiliate of Dunham & Associates Investment Counsel, Inc., a registered investment advisor and broker/dealer located in San Diego, California. Dunham Trust Co. offers traditional trust services including asset protection, captive insurance investment management, special needs trust, administration, probate services, succession planning and charitable giving, among other services. | Finance |
CUSO Financial Services LP
CUSO Financial Services LP Investment ManagersFinance CUSO Financial Services LP (CFS) is a SEC-registered investment advisor headquartered in San Diego, California. The firm was founded by Valorie A. Seyfert and Amelia H. Beattie in 1996. They are a wholly-owned subsidiary of Aws 3, Inc., which is owned by Atria Wealth Solutions, Inc. CFS, through its Investment Advisor Representatives (IARs), offers investment advisory services to individuals, high-net-worth individuals, pension and profit-sharing plans, charitable institutions, and corporations and other business entities. | Finance |
Peacock, Hislop, Staley & Given, Inc.
Peacock, Hislop, Staley & Given, Inc. Investment Banks/BrokersFinance Founded in 1989, Peacock, Hislop, Staley & Given, Inc. (PHSG) is regional investment bank and securities brokerage firm located in Phoenix, Arizona with an trading office in St. Louis, Missouri. The firm is a subsidiary of Wedbush Securities, Inc. which acquired the firm in 2008 and their ultimate parent is Wedbush, Inc. They specialize in raising capital for and providing financial advice to municipal entities and middle-market companies. The firm also provides wealth management services and products for individuals, retirement plans and institutions. PHSG's services include corporate finance, public finance, private client, institutional brokerage services and investment research. The firm is a member of the NASD and the SIPC. | Finance |
LT Trust Co.
LT Trust Co. Regional BanksFinance LT Trust Co. provides trust and custodial services that includes open architecture. The company was founded by Robert H. Beriault on November 19, 2009 and is headquartered in Denver, CO. | Finance |
American Century Investments Value Yield LLC
American Century Investments Value Yield LLC Miscellaneous Commercial ServicesCommercial Services American Century Investments Value Yield LLC provides asset management services. The company is headquartered in Kansas City, MO. | Commercial Services |
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