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Bruce Wallis

Investment Research Analyst

Bruce joined GYL Financial Synergies in June of 2023 as an Investment Research Analyst. Bruce conducts investment manager searches, performance analysis, and ongoing manager due diligence, among other responsibilities. Prior to joining GYL, Bruce worked in relationship management and research for financial technology vendors of portfolio analytics tools. Bruce has over 20 years of experience in the securities industry. Bruce received his undergraduate degree in Business Administration from the State University of New York at Buffalo and his MBA in Finance from Baruch College. Bruce is series 65 registered.

In his free time, Bruce enjoys cycling, pickleball, working out, and spending time with friends and family.