As a member of the Capital Strategies Business Development team, James is leveraging the full array of the firm’s customized and proprietary life insurance offerings to provide tax-efficient investment and wealth transfer strategies to his clients.
Mr. Bruno’s tenure as a corporate executive, along with years of service to the family partnership afforded him first-hand, applied experience with a variety of sophisticated financing, investment, and tax strategies. This practical background, coupled with his interest and previous experience with the capital markets, prepared him well for his formal entry into the financial services industry.
Through his affiliation with a leading global financial services firm and most recently with a boutique family office consulting firm, his practice focused primarily on asset protection and tax-efficient investment strategies for ultra-affluent families and their related business entities.
James, a native of Birmingham, Alabama, earned his B.S. in Business Administration from the University of Alabama. James holds Series 7, 63, 65, and 79 licenses.
James and his wife, Theresa Harper-Bruno, reside in Birmingham and have two sons. The Bruno’s are members of Saint Mark the Evangelist Church and are actively involved in many local philanthropic, arts, and civic organizations.