Bruce Smith


Bruce has spent the majority of his adult life working in financial services, both in marketing and credit-related activities. The bulk of his professional life has been dedicated to providing wealthy individuals and their growing enterprises customized solutions for optimizing debt and maximizing net worth.

Bruce joined CFG as a Managing Director in 2012 and spends his days deepening his understanding of investors’ financial appetites, capacities, and understanding of alternative investments. The bulk of his relationships are in the Northeast, Mid-Atlantic, and South Florida regions.

Prior to joining CFG, Bruce was a private banker for 22 years with Morgan Stanley and Merrill Lynch working almost exclusively with accredited investors, family offices, small companies and their teams of financial, legal, trust and estate-planning advisors to find the best solution to their financing needs. As Vice President, his purview extended across the Northeast and Mid-Atlantic regions. Bruce also helped launch the Merrill Lynch’s International Trust division (Cayman Islands), promoted the sales efforts of Merrill Lynch’s 22 global banking offices, and stimulated communication to high-net-worth clients of the Merrill Lynch International Banks (London) and Merrill Lynch Bank (Suisse) S.A. (Geneva). Before joining private banking, Bruce worked in advertising and politics.

Bruce graduated in 1976 from Princeton University with a B.A. in American History. He, his daughter and grandson all live in Fairfield, Connecticut.

203.610.6502 ext: 2