Bruce Fenster, CPA, CFP®

Bruce Fenster, CPA, CFP®

Bruce Fenster is a Senior Managing Director at Clearstead, where he advises high net worth clients on investment, financial, and income tax planning matters and develops sophisticated, highly personalized financial planning solutions. He has been working in the financial services industry since 1992 and joined Clearstead in 2026.

Bruce brings expertise in wealth management, financial planning, tax planning, investment strategy, and advising high net worth individuals and families. Before joining Clearstead, he was a Partner at myCIO Wealth Partners from 2012 to 2026. Prior to that, Bruce served as Executive Director at Ernst & Young and Director at PricewaterhouseCoopers, where he spent more than 17 years advising clients on complex tax and financial planning strategies. Throughout Bruce’s career, he has helped high net worth clients navigate sophisticated financial, investment, and tax planning needs.

Bruce obtained his Bachelor of Science from Drexel University and his Master of Taxation from Villanova University Charles Widger School of Law and holds the CPA and CFP® designations. Bruce currently serves on the Investment Committee for the Overbrook School for the Blind and previously served on its Board of Directors.