Bruce David Sherman
Portfolio Manager-Equities at Telos Capital Management, Inc.
Profile
Mr. Bruce D.
Sherman is Senior Vice President of Portfolio Management at Telos Capital Management, Inc. In this role, he works directly with clients to help them define their investment objectives and to develop and implement appropriate investment strategies to help them achieve their goals.
Before joining Telos Capital Management, Inc., Mr. Sherman owned and managed Sherman Investment Management, Inc. (SIMI), which he founded in 1999 and successfully managed through 2007.
Prior to founding SIMI, Bruce managed his own portfolio for eight years, during which time he refined his methods for securities analysis and trading around core portfolio positions.
Prior to managing assets, he was the Vice President of Marketing for TeleSoft, a computer software company, from 1981 to 1991.
Mr. Sherman graduated from the University of California, San Diego with a major in Management Science and a minor in Computer Science in 1981.
Bruce David Sherman active positions
| Companies | Position | Start |
|---|---|---|
Telos Capital Management, Inc.
 Telos Capital Management, Inc. Investment ManagersFinance Telos Capital Management, Inc. (TCM) is a privately-owned, SEC-registered investment advisor headquartered in San Diego, California. The firm was founded by Tom Alexander in 1986 and formerly known as A&M Investment Management. TCM provides investment management services to individual investors, trusts, estates, charitable organizations, participants of retirement plans, small businesses, and high-net-worth individuals. | Portfolio Manager-Equities | 2010-08-19 |
Former positions of Bruce David Sherman
| Companies | Position | End |
|---|---|---|
Telesoft Corp.
 Telesoft Corp. Information Technology ServicesTechnology Services Telesoft Corp. designs and manages automated telecommunications systems. Its services include technology and fintech managed services, global support, and strategic consulting. The firm offers technology expense management, financial technology management, and business intelligence and reporting solutions. The company was founded by Thierry E. Zerbib in 1982 and is headquartered in Phoenix, AZ. | Corporate Officer/Principal | 1991-12-30 |
Training of Bruce David Sherman
| University of California San Diego | Undergraduate Degree |
Experiences
Positions held
Connections
1st degree connections
1st degree companies
Male
Female
Members of the board
Executives
Linked companies
| Private companies | 2 |
|---|---|
Telesoft Corp.
Telesoft Corp. Information Technology ServicesTechnology Services Telesoft Corp. designs and manages automated telecommunications systems. Its services include technology and fintech managed services, global support, and strategic consulting. The firm offers technology expense management, financial technology management, and business intelligence and reporting solutions. The company was founded by Thierry E. Zerbib in 1982 and is headquartered in Phoenix, AZ. | Technology Services |
Telos Capital Management, Inc.
Telos Capital Management, Inc. Investment ManagersFinance Telos Capital Management, Inc. (TCM) is a privately-owned, SEC-registered investment advisor headquartered in San Diego, California. The firm was founded by Tom Alexander in 1986 and formerly known as A&M Investment Management. TCM provides investment management services to individual investors, trusts, estates, charitable organizations, participants of retirement plans, small businesses, and high-net-worth individuals. | Finance |
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