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Bruce Hotaling, CFA®

Managing Director and Co-Founder

Prior to merging with GYL Financial Synergies, Bruce was the founder and managing partner of Hotaling Investment Management, based in the greater Philadelphia area.  As a CFA® charter holder with more than 25 years of investment management experience, Bruce began his financial career as a commercial banker in 1987, when he worked in the New York offices of Dresdner Bank and National Australia Bank. In 1993, he joined Legg Mason as a financial advisor, then spent 6 years with Morgan Stanley before affiliating with Raymond James in 2009 and finally going independent three years later.

Bruce holds a Bachelor of Arts degree from Hobart College, where he double majored in English and German. He then earned a Master of Arts degree in International Affairs from the School of International Service at American University in Washington, D.C.

Originally from Mt. Kisco, New York, Bruce now lives with his family in Philadelphia, Pennsylvania. Outside of the office, Bruce enjoys skiing and hiking in Utah with his wife and two sons, mountain biking, and amateur competitive road racing.