Bruce Ansel Mandel

Mr. Bruce A.
Mandel is President & Chief Executive Officer at Oakwood Capital Management LLC (California).
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.
He excels at developing consultative relationships with clients and helping them with their estate planning and other wealth management needs.
He joined the firm in March 1998.
Prior to starting his career in the investment industry, Mr. 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.
After graduating from law school in 1977, he joined RNC Capital Management.
He became a Principal of that firm in 1984 and Director of Marketing and Client Service in 1992.
He also served on RNC’s Executive Management Committee, which involved overseeing all facets of the management of the company, until he left the firm to co-found Oakwood.
He is a member of the CFA Institute and the Los Angeles Society of Financial Analysts.
He has served on the Boards of various organizations, and was the former President of the Water Buffalo Club, which is a charitable organization dedicated to providing support and hosting events for the benefit of at-need and underserved children in the Los Angeles community.
He is a charter member of Rotary International District 5300 Las Vegas WON.
He is also an active member of ProVisors, a network of professionals dedicated to serving their clients with the highest standards of integrity, performance and accountability.
He received his BA from the University of California, Los Angeles and a JD from Southwestern University School of Law.