Summary

Armed with a degree in Finance from Emory University, Bruce Alonso oversaw United Coffee & Tea, his family’s coffee and tea import business, for several years after graduation. Bruce Alonso decided to sell the business in 1980. After selling United Coffee & Tea, Bruce Alonso began working for Morgan Stanley & Co. Inc. During his tenure at the bank and financial services company, Mr. Alonso served in a variety of positions. From 1990 to 1998, he functioned as Southeast Regional Manager, where he headed a region comprised of 2,000 employees, 1,500 financial advisors, and 75 branch offices. From 1998 to 2000, Bruce Alonso operated as the Eastern Division Manager at Morgan Stanley, where he supervised the eastern section of the United States branch office system, comprising 4 regions, 10,000 employees, 8,000 financial advisors, and 250 branches. While holding this position, he also managed Morgan Stanley Private Wealth Management business.In 2000, Bruce Alonso moved up to National Sales Director at Morgan Stanley and ran the national branch office system of 8 regions, more than 18,000 employees, 12,000 financial advisors, and 450 branches.Morgan Stanley named Bruce Alonso as Vice Chairman of Private Wealth Management in 2004, where he served as a Senior Client Advisor, acted on the firm’s Management and Operating Committee, and represented the company at industry meetings. In 2005, after 25 years with Morgan Stanley, Bruce Alonso retired.Bruce Alonso currently lends his talents in the area of finance to his homeowner’s association as Treasurer. Mr. Alonso also belongs to the Finance Committee at his church.

Work History

Work History
1980 - 2005

Vice Chairman

Morgan Stanley