Bruce Donaldson
Chief Executive Officer at Simplicity Financial Marketing, Inc.
Profile
Mr. Bruce G.
Donaldson is a Chief Executive Officer at Simplicity Solutions LLC, a CEO, President & Director at Simplicity Financial Marketing, Inc., a Chief Executive Officer & Board Member at Simplicity Wealth LLC, and a President & Chief Executive Officer at Simplicity Financial Marketing Holdings, Inc. and at Simplicity Group LLC.
He is on the Board of Directors at Simplicity Financial Marketing, Inc. and Simplicity Wealth LLC.
Mr. Donaldson is responsible for defining the Group’s strategic direction and managing its various operating businesses.
Prior to Simplicity, Mr. Donaldson was a managing director at an international investment bank, for which he was responsible for making and managing private company investments.
Mr. Donaldson has also led the successful start-up of a national financial guaranty insurance company and a multi-billion-dollar asset management business.
Prior to starting the entrepreneurial phase of his career, Mr. Donaldson held various financial, business, and legal positions in the United States and the United Kingdom.
Mr. Donaldson earned a M.B.A.
from London Business School, a J.D.
from the John Marshall Law School and a B.A.
from Hobart College.
Bruce Donaldson active positions
| Companies | Position | Start |
|---|---|---|
Simplicity Financial Marketing, Inc.
 Simplicity Financial Marketing, Inc. Multi-Line InsuranceFinance Simplicity Financial Marketing, Inc. operates as an insurance distribution company. It provides annuities, life insurance and other financial products. The company was founded in 2008 and is headquartered in Summit, NJ. | Chief Executive Officer | 2018-04-30 |
Simplicity Financial Marketing Holdings, Inc.
 Simplicity Financial Marketing Holdings, Inc. Financial ConglomeratesFinance Simplicity Financial Marketing Holdings, Inc. engages in financial products and consulting services. Through its subsidiaries, it provides annuity, life insurance, investment, and retirement solutions to independent insurance professionals, financial advisors, and corresponding clients. The company is headquartered in Summit, NJ. | Chief Executive Officer | 2015-12-31 |
Simplicity Group LLC
 Simplicity Group LLC Financial ConglomeratesFinance Simplicity Group LLC engages in the provision web-based technology solutions. The company was founded by Adam K. Wilkinson and Matthew F. Schneck in July 2001 and is headquartered in Provo, UT. | Chief Executive Officer | - |
Simplicity Wealth LLC
 Simplicity Wealth LLC Investment ManagersFinance Simplicity Wealth LLC is a registered investment advisor headquartered in Summit, New Jersey. The firm is principally owned by Simplicity Financial Marketing Holdings, Inc. Simplicity Wealth provides investment advice and/or management supervisory services to individuals, high net worth individuals, defined contribution & defined benefit retirement plans, corporate and institutional investors. | Chief Executive Officer | - |
Simplicity Solutions LLC
 Simplicity Solutions LLC Investment ManagersFinance Simplicity Solutions LLC is a SEC-registered investment advisor headquartered in Minneapolis, Minnesota. The firm was founded in 2009 as Sawtooth Solutions LLC. They were acquired by Simplicity Financial Marketing Holdings, Inc. and has rebranded to Simplicity Solutions LLC in 2021. Simplicity Solutions provides advisory services to other third-party Advisers, which includes investment advisers, brokers/dealers, insurance companies, banks, and trust companies. | Chief Executive Officer | 2021-08-31 |
Training of Bruce Donaldson
| John Marshall Law School (Georgia) | Graduate Degree |
| Hobart & William Smith Colleges | Undergraduate Degree |
| London Business School | Masters Business Admin |
Experiences
Positions held
Connections
1st degree connections
1st degree companies
Male
Female
Members of the board
Executives
Linked companies
| Private companies | 5 |
|---|---|
Simplicity Group LLC
Simplicity Group LLC Financial ConglomeratesFinance Simplicity Group LLC engages in the provision web-based technology solutions. The company was founded by Adam K. Wilkinson and Matthew F. Schneck in July 2001 and is headquartered in Provo, UT. | Finance |
Simplicity Financial Marketing, Inc.
Simplicity Financial Marketing, Inc. Multi-Line InsuranceFinance Simplicity Financial Marketing, Inc. operates as an insurance distribution company. It provides annuities, life insurance and other financial products. The company was founded in 2008 and is headquartered in Summit, NJ. | Finance |
Simplicity Solutions LLC
Simplicity Solutions LLC Investment ManagersFinance Simplicity Solutions LLC is a SEC-registered investment advisor headquartered in Minneapolis, Minnesota. The firm was founded in 2009 as Sawtooth Solutions LLC. They were acquired by Simplicity Financial Marketing Holdings, Inc. and has rebranded to Simplicity Solutions LLC in 2021. Simplicity Solutions provides advisory services to other third-party Advisers, which includes investment advisers, brokers/dealers, insurance companies, banks, and trust companies. | Finance |
Simplicity Financial Marketing Holdings, Inc.
Simplicity Financial Marketing Holdings, Inc. Financial ConglomeratesFinance Simplicity Financial Marketing Holdings, Inc. engages in financial products and consulting services. Through its subsidiaries, it provides annuity, life insurance, investment, and retirement solutions to independent insurance professionals, financial advisors, and corresponding clients. The company is headquartered in Summit, NJ. | Finance |
Simplicity Wealth LLC
Simplicity Wealth LLC Investment ManagersFinance Simplicity Wealth LLC is a registered investment advisor headquartered in Summit, New Jersey. The firm is principally owned by Simplicity Financial Marketing Holdings, Inc. Simplicity Wealth provides investment advice and/or management supervisory services to individuals, high net worth individuals, defined contribution & defined benefit retirement plans, corporate and institutional investors. | Finance |
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