Managing Partner

Bruce became Managing Partner of Chaldon Associates July 2023.
He joined Chaldon as Partner in 1996. Bruce continues the roles of primary client liaison, managing the sales effort and leading the municipal/state retirement system relations outreach as well as the investment consultant relations outreach. He was formerly a top producing marketing consultant with Van Eck Associates and began his career as a mutual fund representative at Fidelity Management & Research in New York. Bruce is a cum laude graduate of Columbia University and received FINRA licenses, Series 7 and 63.

Senior Associate

Formerly spent 25 years with the Bank of New York/Irving Trust Company where he held senior positions within the bank’s Financial Institution’s Lending Division and Government Banking Division. He organized and managed the bank’s Insurance Lending Division. After leaving BNY, John became the President of National Abandoned Property Processing Corp., “NAPCO”. NAPCO was sold to Affiliated Computer Services “ACS”, where he was Vice President in its National Sales Division.  ACS was recently purchased by XEROX.  John is a former member of the National Association of State Treasurers Corporate Affiliate Advisory Board. John is a graduate of Brooklyn College and received a Master’s Degree from L.I.U.