"Management is doing things right; leadership is doing the right things." ~ Peter F. Drucker
Bruce Raabe, Managing Member
As the co-owner, Managing Member and Chief Investment Officer, Bruce is responsible for the daily operations of the firm. He leads the staff by directing their efforts in managing client relationships and strategies. He is instrumental in driving the strategic initiatives of the company determining which direction the company should take to best serve its clients.
Background, Education and Professional Qualifications:
Bruce is a Chartered Financial Analyst. Other examinations and professional designations held by Bruce include: General Securities Principal, NYSE Supervisory Analyst, Registered Options Principal, Securities Manager, Compliance Official, Municipal Securities Representative, General Securities Representative, Registered Investment Adviser, and Notary Public.
Prior to joining Collins & Company in 1992, Bruce was a civil engineer with the State of California in their Bridge Design and Construction Department.
Bruce received his Bachelor of Science degree in Civil Engineering from the University of California at Davis, continuing his studies at Golden Gate University earning a Masters of Business Administration in Finance.
Bruce is a member of the Association for Investment Management and the Securities Analysts of San Francisco. He also serves on boards and committees for several Bay Area non-profit organizations.
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. |
Justin D. Burt, Senior Portfolio Manager
As the Senior Portfolio Manager, Justin is responsible for daily monitoring of our client portfolios and directing the research staff. This duty entails diligent research, both in the equity and credit markets, and a constant awareness of material financial and economic events.
Background, Education and Professional Qualifications:
Prior to joining Collins & Company in 1999, Justin gained investment experience as an Investment Adviser at Fidelity Investments. Working directly with clients, he was responsible for individual portfolio management, trade execution, product education and supervision of a team of equity traders.
In 1997, Justin received his Bachelor of Science degree in Marketing and Economics from Utah State University. He holds the professional designations of Chartered Financial Analyst, Registered Investment Adviser, General Securities Representative, NYSE Supervisory Analyst and Registered Investment Adviser.
Justin is a member of the Association of Investment Management and Research and the Security Analysts of San Francisco.
Justin lives in Novato with his wife Angela and their daughter Emerson. Away from the office, Justin enjoys fly-fishing, golf, surfing and snowboarding. |
Nicole Murphy, Client Relations Manager
As the Client Relations Manager, Nicole ensures that our clients' needs are met with the utmost care and efficiency. Her responsiveness, attention to detail, and superior customer service skills play an integral role in the successful delivery of our wealth management experience.
Prior to joining Collins and Company, Nicole applied her credentials as a paralegal while employed as Senior Trust Administrator with the Mechanics Bank Wealth Management group. While at the bank, Nicole was responsible for the daily administration of high net-worth client trust accounts. In addition to administering accounts and fostering client relationships, she also worked on several complex estate administrations and regularly attended continuing education seminars through the Bar Association of San Francisco.
Background, Education and Professional Qualifications:
Nicole received her Bachelor of Arts degree in English and Business from Rollins College in Winter Park, Florida and her Paralegal Certificate from San Francisco State University. She continues to pursue advanced education through her studies at the Cannon Financial Institute and is currently a candidate for the Certified Trust and Financial Advisor designation. In addition, Nicole is pursuing her Series 7 licensing to further enhance her professional skills.
Nicole is a member of the San Francisco Paralegal Association and a Notary Public.
Nicole and her husband, Tom, live in San Rafael. Outside of the office, Nicole enjoys traveling the globe, mountain biking, and chasing after her two adopted greyhounds. |
Leda Simonsen, Office Manager
Leda's personal philosophy is closely aligned with that of Collins & Company, making her an excellent fit for the firm. She brings more than 12 years of management experience and a long history of living and community involvement in Marin County. Leda's unique combination of warmth, caring, and professionalism lets clients know that they are in great hands. Her effervescent spirit and keen wit serve as an inspiration to us all, and her kindness, generosity, and positive attitude is greatly appreciated.
Background, Education and Professional Qualifications:
Leda received her Bachelor of Arts degree from Dominican University of California, her Master's Degree from Simmons College in Boston, and is currently working on her Ph.D. But all of her success, she knows, is meaningless without her faith and her constant surprise and wonder at life.
Leda lives in San Rafael with her husband Kai, and their furry ball of joy, Katze. They all enjoy each other's company, as well as the natural beauty of Marin. |
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