Bruce Friedman

Senior Vice President, Wealth Services

Bruce focuses his practice on helping people who are going through difficult transitions, such as divorce, death of a spouse, and personal injury matters including special needs, trusts, and those involving other business owners. He is sensitive to those with budgeting needs, investment management or insurance issues and seeks to find solutions designed to protect his clients.

Bruce participates frequently at a number of conferences, including the Illinois State Bar Association-Family Law Section, The Chicago Bar Association-Family Law Section, The American Academy of Matrimonial Lawyers, American Banking Institute, Cannon Trust School, and various think tank discussions. Bruce has worked in the financial industry since 1989. He began his career at Northern Trust in Chicago, specializing in Large Corporate ERISA as well as Personal Trust and Investment Management. Bruce is former Chairman of the City of Highland Park Traffic Commission and a member of The Chicago Estate Planning Council. He has been named a Five Star Chicago Wealth Manager by Five Star Professional every year since 2015.

Bruce and his wife live in Highland Park, Illinois. He is very involved with his children’s school and extracurricular activities and enjoys traveling with his family.

Education: B.A., Syracuse University; Divorce Mediation Training, Northwestern University.

Five Star Award candidates are evaluated against 10 objective eligibility and evaluation criteria such as client retention rates, client assets administered, firm review and a favorable regulatory and complaint history. For more information, visit the individual’s profile.

Investment Advisory Services offered through Alera Investment Advisors, LLC. Securities offered through Triad Advisors, LLC., Member FINRA/SIPC. Triad Advisors LLC is separately owned and other entities and/or marketing names, products or services referenced here are independent of Triad Advisors.