President & CEO
Oakwood Capital Management LLC
ASSETS UNDER MANAGEMENT: $487,123,945
Bruce Mandel co-founded Oakwood in 1998, and in addition to serving as President & Chief Executive Officer, he also chairs the Investment Policy Committee and co-manages the firm’s global investment strategies. His other primary responsibilities are directing the firm’s business activities and strategic direction, mentoring the younger employees and growing the firm’s profitability.
Mandel excels at developing consultative relationships with clients and helping them with their estate planning and other wealth management needs. Prior to starting his career in the investment industry, Mandel gained broad entrepreneurial and business experience in the real estate, import/export and restaurant industries. His interest in real estate continues to this day. Mandel is a member of the CFA Institute (CFA) and the Los Angeles Society of Financial Analysts, and he holds the Series 65 along with several other FINRA security licenses. Mandel has served on the boards of various charitable organizations.
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