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…
- Love to ski
- Park City, Utah is an amazing place to live
- 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.