"Bruce is instrumental in creating and driving the strategic initiatives of the company and determining which direction the company should take to best serve the foundations and families he works with."

Bruce Raabe

Bruce Raabe, President
Bruce’s tenure includes nearly twenty years of honing and developing a consultative wealth management process for Bay Area high net-worth families and private foundations. His expertise in investment policy development, asset allocation, security selection (domestic and international) has allowed him to develop an understanding of the special circumstances surrounding the financial needs and goals of his clients and the significant organizations he works with. Bruce also acts as his clients’ personal financial officer working closely with their other professional relationships thereby addressing advanced planning needs that are often neglected.

As President of Collins & Company, Bruce is instrumental in creating and driving the strategic initiatives of the company and determining which direction the company should take to best serve the foundations and families he works with.

Background, Education and Professional Qualifications:
Bruce’s professional designations include Registered Investment Advisor, Chartered Financial Analyst, General Securities Principal, NYSE Supervisory Analyst, Registered Options Principal, and General Securities Representative. In addition, Bruce received his Bachelor of Science degree in Civil Engineering from the University of California at Davis, and his MBA in Finance from Golden Gate University.

Bruce is a member of the Council on Foundations Philanthropic Advisory Network, The Marin Estate Planning Council, The Financial Planning Association, and the CFA Institute. Bruce also serves on the boards and committees for several Bay Area non-profit organizations. His current and former board experience includes Family Service Agency of Marin, The Marin Valentines Ball, Sunny Hills Services, Red Hill Academy, The Branson School, USF Center for Global Justice, and the Quincy Foundation for Medical Research. Bruce is the founder of HelpMarin.org.

Bruce and his wife, Theresa, live in Kent Woodlands with their two children, Jordan and Brooke. As an accomplished pilot, scuba diver, and cyclist, Bruce enjoys the adventures offered by the great outdoors.