Bruce Clemens serves as Branch Operations Manager, where his primary responsibilities include building and managing client relationships as well as executing trades as directed by T. Casey Loper. With extensive experience in the financial industry, Bruce brings a comprehensive background in investment management and client service to his role.
A graduate of Oklahoma State University, Bruce earned his Bachelor of Science in Marketing. His entry into the financial services industry was inspired by both his father's influence and his personal interest in investments. What keeps Bruce motivated is his work in supporting advisors with their investment management, financial planning, and helping clients prepare for their retirement years.
Bruce joined Cornerstone bringing with him decades of experience in building and managing client relationships. Prior to joining the firm, he worked for a niche equity investment firm in Tulsa, Oklahoma, where he developed and maintained client relationships, performed investment research, and managed operations for the principal.
What Bruce enjoys most about his work is collaborating with the team on a daily basis, finding fulfillment in the collective effort to serve clients effectively.
A lifelong resident of Tulsa, Oklahoma, Bruce was raised in the city and continues to call it home, appreciating what he describes as a great place to live. Outside of his professional responsibilities, Bruce maintains an active lifestyle, enjoying group fitness classes and swimming laps at his health club. He also finds pleasure in attending local events, traveling, gardening, and cooking. Bruce values time spent with his spouse, friends, and family, and is involved with All Souls Unitarian Church.