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  • Who We Are
    • Company Overview
    • Leadership Team
    • Advisor Team
    • Community Commitment
  • What We Do
    • Planning Process
    • Our Expertise
  • Get in Touch
  • Client Login
    • Charles Schwab
    • Black Diamond
    • Fidelity
    • Raymond James
  • Form CRS
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Bruce Greenwald

Bruce Greenwald

Bruce Greenwald

Managing Director

When it comes to entrusting a professional to manage and preserve wealth for your family—experience is everything and so are strong relationships. Bruce Greenwald founded Rosehaven Family Office to create and implement a process for families to manage their wealth.

A Founding Partner and Managing Director, Bruce is passionate about connecting families with what matters to them—helping to maximize their wealth to make a difference and evolve their vision for the future. With over four decades of experience as a banker, financial professional, and entrepreneur, Bruce believes in the power of building bridges. His expertise in creating pathways toward opportunities enables families to understand their wealth’s power and purpose—now and for generations to come. Bruce has advised families about their wealth since 1999.

In Bruce’s prior professional career as a trader and risk manager, he managed risk at some of the largest corporations and banks in the world, including British Petroleum, Republic National Bank of New York and Morgan Stanley. He also has been a frequent speaker at conferences, focusing on risk management strategy.

With the understanding of being an entrepreneur, Bruce is also the co-founder of MGO-One Seven, a registered investment advisory firm with offices nationwide. As a member of the Park City Angel Network, Bruce additionally serves as an advisor for start-up companies in Utah. He believes that purpose comes with community service and has recently served on the Board of Trustees for the People’s Health Clinic in Park City, Utah and The Jewish Federation of Utah. Bruce and his wife Natalie enjoy taking part in Park City’s active community, especially skiing, hiking, and biking.

Words I Live By

  • When you are good you are lucky
  • Only look forward, not back
  • You can’t control the things other people do

You Should Know…

  1. Love to ski
  2. Park City, Utah is an amazing place to live
  3. Want to make the world a better place

My Literary Love

The Big Short

The Best Getaway

Best place I have ever visited, Capetown, South Africa
Favorite vacation place, Kiawah Island, SC

My One Seven Reason

I really do love what I do in helping people sort out their financial lives. What is amazing, is that most people do not understand what we really do. We make a difference in every one of our client’s lives every day. We are always there for them.

 

Get in Touch

hello@weareoneseven.com
(216) 865-1700

Basecamp

24400 Chagrin Blvd., Suite 310
Beachwood, OH 44122

One Seven

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