About
Thomas Bruce is a Partner at Matrix Private Capital Group LLC, based in Chicago, IL. He is responsible for managing assets on behalf of the firm’s wealth advisory clients, providing creative financial solutions, and expanding Matrix’s presence in the Chicago market. Bruce specializes in building sophisticated, customized portfolio solutions for affluent families and high net worth individuals, with a focus on alternative investments and wealth management strategies.
Bruce’s expertise spans a range of asset classes, including equities, fixed income, private equity, and alternative investments. He is known for his ability to tailor investment approaches to meet the unique needs of clients, leveraging both traditional and non-traditional assets to optimize portfolio performance and risk management.
Prior to joining Matrix in 2019, Bruce spent 15 years at Morgan Stanley, where he served as First Vice President and Alternative Investment Director. He began his career at Deutsche Asset Management (DWS Group) as an Investment Representative. Bruce holds a Bachelor of Arts in Economics from the University of Illinois at Urbana-Champaign. He was recognized as one of Forbes’ America’s Top Next-Gen Wealth Advisors in 2018, highlighting his contributions to the investment industry and his commitment to client service.
Career History
| Organization | Role | Date Range | Details |
|---|---|---|---|
| Matrix Private Capital Group | Partner | May 2019 to Present | — |
| Morgan Stanley | First Vice President | Jan 2004 to Apr 2019 | Alternative Investment Director, Century Club, 2018 Forbes NextGen Wealth Manager who worked in the Chicago Office of the Global Wealth Management division working with high net worth individuals and ... |
| DWS Group | Investment Representative | Sep 2002 to Dec 2003 | — |
Education
University of Illinois at Urbana-Champaign
Bachelor of Arts - BA, Economics
1998 — 2002
Others at Matrix Private Capital Group LLC (4)
| Name | Role | Location |
|---|---|---|
| Vice President | New York, NY , United States | |
| MD | Los Angeles, CA , United States | |
M Marc Scheuer | Partner and COO | New York, NY , United States |
| Partner | Chicago, IL , United States |