CIO

Bruce Konners, CFA, CPA, PFS

CHIEF INVESTMENT OFFICER

 

Experience: Bruce’s career started at Price Waterhouse (now PriceWaterhouseCoopers) where he was an intern and later worked in the audit and tax departments. Bruce has extensive entrepreneurial experience and started and managed three popular nightclubs in the mid-80s in Gainesville, Florida. He later joined Party Supermarket when they had one store. Bruce facilitated and built that business into a multi-state chain that would eventually become a franchise of Party City. The Company continued to grow and became the largest franchise in the Party City system with multiple stores in 3 states and more than 900 employees. Party City bought the franchise in 2007. Bruce remained with Party City through 2008. He left to start Envision Asset Management in 2009. For several years Bruce was an Adjunct Professor at the H. Wayne Huizenga College of Business & Entrepreneurship where he taught in the undergraduate and MBA programs.

Education: Bruce graduated from the University of Florida with a Bachelor of Science in Accounting and a Master of Accounting. In 2008 Bruce attended the University of Miami’s Certificate in Investments program. The program offers a rigorous and structured course of study concentrating on equities, fixed income, and derivatives. The program is designed for post-MBA students who want additional training in this field. Bruce went on to obtain the Chartered Financial Analyst® credential. The CFA program concentrates on advanced investment analysis and real-world portfolio management skills. It is a comprehensive program that involves about three years of study and requires passing three different exams (click for info on the CFA). In addition, Bruce is a Certified Public Accountant (CPA) and a Personal Financial Specialist (PFS).

Community: Bruce has been and is involved with several non-profit and community organizations. Bruce is Vice-President of the Sunrise Soccer Club. He was also active in the Maccabi Games that were recently hosted in Fort Lauderdale. Bruce has served on the Board of the University of Florida Hillel where he founded the 20/20 Club and a successful fundraiser called “Back to UF.” He was also a member of the Nova Southeastern University Entrepreneurs Council and has been a guest speaker at the University of Florida Business School.