Global Wealth Management
Local Expertise
Global Wealth Management
Local Expertise
San Francisco Bay Area
Charles "Bruce" Woodward
Bruce Woodward has served the needs of high net-worth investors, families, and their enterprises for over 35 years. Prior to joining the firm in 2021, Mr. Woodward worked with Del Monte Corporation, Sunset Magazine and Botsford Ketchum Advertising. In 1982, Mr. Woodward started as a financial advisor, working with several leading firms: Kidder Peabody, Prudential Securities, Paine Webber/UBS, Wells Fargo, and SF Sentry. Mr. Woodward is very active in several Bay Area community organizations such as The Guardsmen, the Olympic Club, Bohemian Club, and Golden Gate Wine Society. Currently he serves as Trustee of the San Francisco Maritime National Park Association. Mr. Woodward previously served in various civic organizations, including: CPMC Hospital, Sacred Heart Schools, UOP School of Dentistry, Palo Alto Financial Planning Council, Atherton General Plan Committee, Pets Unlimited, Gladstone Institute, and Sausalito Wine Experience. Mr. Woodward received a B.A. in Advertising from San Jose State University.