Bruce Roberts - Founder, CEO - Brevard, NC
Bruce has been an investment banker and entrepreneur for over 30 years. His professional activity centers around private finance and the broader support of entrepreneurs and private business owners. This has included the creation of Carolina Entrepreneur in 2009, an annual business retreat that brings together experienced entrepreneurs from around the U.S. He also speaks at numerous conferences and workshops throughout the year on topics related to private finance and investment.
Bruce is the Founder and CEO of Carolina Financial Group, LLC (CFG), an investment bank that includes Carolina Financial Securities, LLC, a FINRA registered broker/dealer that has privately placed over $1.1B of financing for young and middle market companies since 1996, and where Bruce leads the banking team. In early 2005 he founded Rehabilitation Support Services, LLC (RSS) which distributes and supports technology solutions for use in addiction treatment and criminal justice applications related to substance abuse.
Before founding CFG, Bruce spent eight years with CS First Boston (CSFB), in New York, where he was a Director in the Investment Banking Department and primarily responsible for U.S. capital market financings for Pacific rim-based companies and governments. Prior to CSFB, he started his investment banking career as a corporate finance specialist at Bank of America in San Francisco, working with major U.S. and foreign corporations. Before entering investment banking, Bruce served as a Special Warfare Officer (UDT / SEAL) in the United States Navy.
Bruce graduated in 1979 from Duke University with a B.S.E. in Civil Engineering, completing a second major in Public Policy Studies. He now serves on the Advisory Board of Accelerate Appalachia, a business accelerator and is on the Board of Directors for the North Carolina Aquarium. He and his wife have four children and live in Brevard, North Carolina.
828.393.0088 ext: 501