Bruce Lacey, CPAVice President, Senior Wealth Advisor, Newport
Bruce Lacey, Newport, is responsible for developing an investment strategy tailored to each client’s needs by delivering customized wealth management advice and personalized service at the Newport Beach office of Goldman Sachs Personal Financial Management, within the Consumer and Investment Management Division of Goldman Sachs. He has developed a wide range of lifelong clients and focuses on leveraging his diverse financial background while maintaining a life-relevant philosophy.
Bruce’s financial career began in 1975 and he practiced in public accounting from 1976 to 1979. For the next 17 years, Bruce served in various corporate financial roles as Controller and Chief Financial Officer, most notably with Aramark Corporation, where he worked as CFO of two major subsidiaries from 1983 to 1995. Bruce then became Vice President – Investments with UBS Financial Services Inc. in 1997 and worked in that role until he joined what is now Goldman Sachs Personal Financial Management.
Bruce graduated with a BS in Business Administration from Towson University and earned designation as a Certified Public Accountant in Maryland.
He is an avid golfer and loves to travel the world with his wife Ellen.
United Capital Financial Advisers, LLC d/b/a Goldman Sachs Personal Financial Management (“GS PFM”) is a registered investment adviser and an affiliate of Goldman Sachs & Co. LLC and subsidiary of The Goldman Sachs Group, Inc., a worldwide, full-service investment banking, broker-dealer, asset management, and financial services organization. GS PFM does not provide legal, tax, or accounting advice. Clients should obtain their own independent legal, tax, or accounting advice based on their particular circumstances.