Profile
Bruce Thomas Hotaling was the founder and had founded Hotaling Investment Management LLC in 2012, where he held the title of Managing Partner until 2023.
Prior to that, he worked as a Portfolio Manager at Morgan Stanley from 2003 to 2009, as a Senior Vice President at Raymond James & Associates, Inc. from 2009 to 2012, and as a First Vice President at Legg Mason & Co. LLC (New York) from 1993 to 2003.
Mr. Hotaling received his graduate degree from American University in 1986 and his undergraduate degree from Hobart & William Smith Colleges in 1982.
Former positions of Bruce Thomas Hotaling
| Companies | Position | End |
|---|---|---|
Hotaling Investment Management LLC (Old)
 Hotaling Investment Management LLC (Old) Investment ManagersFinance Hotaling Investment Management LLC (Hotaling) is an independent registered investment advisor headquartered in Wayne, Pennsylvania. The firm was founded by Bruce Hotaling in 2012. Hotaling provides personalized investment management and financial planning services to individuals, trusts, foundations, endowments, and corporations. | Chief Executive Officer | 2023-03-31 |
Raymond James & Associates, Inc.
 Raymond James & Associates, Inc. Financial ConglomeratesFinance Raymond James & Associates, Inc. (RJA) is a registered broker-dealer headquartered in St. Petersburg, Florida. The firm was founded in 1962 and is a subsidiary of Raymond James Financial, Inc. (NYSE: RJF), a diversified holding company. RJA offers a full array of capital markets services, strategic advice and planning for institutional investors. | Corporate Officer/Principal | 2012-10-31 |
| MORGAN STANLEY | Corporate Officer/Principal | 2008-12-31 |
| Legg Mason & Co. LLC (New York) | Corporate Officer/Principal | 2003-08-31 |
Training of Bruce Thomas Hotaling
| Hobart & William Smith Colleges | Undergraduate Degree |
| American University | Graduate Degree |
Experiences
Positions held
Active
Inactive
Listed companies
Private companies
Connections
1st degree connections
1st degree companies
Male
Female
Members of the board
Executives
Linked companies
| Listed companies | 1 |
|---|---|
| MORGAN STANLEY | Finance |
| Private companies | 3 |
|---|---|
Hotaling Investment Management LLC (Old)
Hotaling Investment Management LLC (Old) Investment ManagersFinance Hotaling Investment Management LLC (Hotaling) is an independent registered investment advisor headquartered in Wayne, Pennsylvania. The firm was founded by Bruce Hotaling in 2012. Hotaling provides personalized investment management and financial planning services to individuals, trusts, foundations, endowments, and corporations. | Finance |
Raymond James & Associates, Inc.
Raymond James & Associates, Inc. Financial ConglomeratesFinance Raymond James & Associates, Inc. (RJA) is a registered broker-dealer headquartered in St. Petersburg, Florida. The firm was founded in 1962 and is a subsidiary of Raymond James Financial, Inc. (NYSE: RJF), a diversified holding company. RJA offers a full array of capital markets services, strategic advice and planning for institutional investors. | Finance |
| Legg Mason & Co. LLC (New York) |
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