Bruce L. Fleet is one of the leading financial advisers in the country. A former Wall Street brokerage “top-producing” broker for more than 20 years, he has been recognized by the media and awarded numerous professional distinctions. He is a Certified Investment Management Analyst (CIMA) and received the Investment Strategist Certificate from the Wharton School of Business at The University of Pennsylvania, via the Investment Management Consultants Association.

Fleet came from humble beginnings, starting his career as a car salesman. It was only after a customer noted that he would make a good investment manager that Fleet decided to pursue a career in finance. Shortly after his customer’s flippant suggestion, he applied to PaineWebber, with no formal training in finance. Despite the odds and due to his tenacity, Fleet was hired on and began competing with colleagues who had obtained MBA’s and other advanced degrees. Yet, it wasn’t long before the former car salesman and bar singer quickly rose to the top of the industry.

In the 1990’s, Fleet became one of Wall Street’s top corporate trainers, educating new and tenured investment executives for Merrill Lynch. As one of their most requested trainers, he was asked to train thousands of new and tenured financial advisors from throughout the country. Following years of success at Merrill Lynch, Fleet returned to his former firm, PaineWebber, which was eventually purchased by UBS Financial Services. While achieving the enviable status of Senior Vice President of Investments and Chairmen’s Council Member at UBS, Fleet was responsible for managing money on behalf of foundations throughout the country, making him one of the largest advisors of charitable monies in the United States.

Fleet’s passion for charity also inspired him to establish his own aid organization called “A Portion of My Heart,” which raised money through the sale of his music and performances to support inner-city ministries in Denver and to sponsor hundreds of children in developing countries.

Currently, Fleet is the managing principal and Registered Investment Advisor of Fleet Capital Management, a fee only investment management firm in Colorado. His goals are to pursue his writing & speaking career and to become a significant financial donor to the causes that he most believes in. Bruce Fleet lives in Frisco, Colorado with his wife.

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