Bruce Wolfe, CFA

Executive Director, BlackRock Retirement Institute

Bruce Wolfe, CFA, Managing Director, is the Executive Director of the BlackRock Retirement Institute (BRI). BRI is the firm's global thought leadership platform on retirement and longevity. Before assuming this role, he was the COO for the USCA DC business.
 
Prior to BlackRock, Bruce was a Managing Director working for the global CEOand COO of Allianz Global Investors (AGI). In this role, he was responsible for a wide range of global strategic and M&A-related activities including initiating and leading Allianz’s U.S. efforts to deliver retirement solutions across the company’s investment management and insurance affiliates.  Bruce was the co-founder of the AGI Center for Behavioral Finance.

Prior to AGI, Mr. Wolfe was an Executive Vice President at Webster Financial Corporation responsible for leading all of Webster’s personal and institutional investment advisory, private banking, trust and brokerage business businesses. Before joining Webster, Mr. Wolfe had oversight for Global Strategy and Corporate Development at Merrill Lynch Investment Managers. Immediately before Merrill Lynch, Bruce was a Principal with Morgan Stanley & Company holding several Corporate and business line positions includingHead of Global Strategy and Product Development for Morgan Stanley Institutional Investment Management.

Before workingin the Financial Services industry, Bruce was a Management Consultant with Price Waterhouse Coopers and an Engineering Advisor on ICBM development programs to the Air Force’s Ballistic Missile Office.

Mr. Wolfe earned a B.S. degree in Materials Science Engineering from Johns Hopkins University and an M.B.A. from Columbia Business School. He holds the CFA designation, Series 7and 63.
 

Bruce Wolfe, CFA

Executive Director, BlackRock Retirement Institute

Bruce Wolfe, CFA, Managing Director, is the Executive Director of the BlackRock Retirement Institute (BRI). BRI is the firm's global thought leadership platform on retirement and longevity. Before assuming this role, he was the COO for the USCA DC business.
 
Prior to BlackRock, Bruce was a Managing Director working for the global CEOand COO of Allianz Global Investors (AGI). In this role, he was responsible for a wide range of global strategic and M&A-related activities including initiating and leading Allianz’s U.S. efforts to deliver retirement solutions across the company’s investment management and insurance affiliates.  Bruce was the co-founder of the AGI Center for Behavioral Finance.

Prior to AGI, Mr. Wolfe was an Executive Vice President at Webster Financial Corporation responsible for leading all of Webster’s personal and institutional investment advisory, private banking, trust and brokerage business businesses. Before joining Webster, Mr. Wolfe had oversight for Global Strategy and Corporate Development at Merrill Lynch Investment Managers. Immediately before Merrill Lynch, Bruce was a Principal with Morgan Stanley & Company holding several Corporate and business line positions includingHead of Global Strategy and Product Development for Morgan Stanley Institutional Investment Management.

Before workingin the Financial Services industry, Bruce was a Management Consultant with Price Waterhouse Coopers and an Engineering Advisor on ICBM development programs to the Air Force’s Ballistic Missile Office.

Mr. Wolfe earned a B.S. degree in Materials Science Engineering from Johns Hopkins University and an M.B.A. from Columbia Business School. He holds the CFA designation, Series 7and 63.