Primary Location
Lake Forest - Main
727 North Bank Lane
Lake Forest, Illinois 60045
847.615.4070 Direct
800.325.4881 Toll-free
866.299.4105 Fax
Map ► Directions ►
David Bruskin joined the firm in 2003 and works with high net worth and institutional clients to establish investment policy, design asset allocation strategies, and implement customized solutions. He is located at Lake Forest Bank & Trust and has more than 18 years of experience in the securities industry; 13 of which have been spent serving families in the Lake Forest and Lake Bluff communities. As an investment advisor representative for the Bruskin Group, he is able to provide his clients with brokerage, trust, asset management, and insurance services. Dave currently has over $250 million in capital responsibility.
In 2002, Dave attended the Certified Investment Management Analyst Program at The Wharton School, University of Pennsylvania and is a member in good standing of the Investment Management Consultants Association. He received an MBA from the Illinois Institute of Technology and earned a bachelor's degree from Michigan State University. Dave holds FINRA Series 7, 63, and 66 Licenses in addition to Illinois Life, Health, and Variable Annuities Insurance Licenses.
The Bruskin Group is led by David Bruskin with support from Adam Liebman.
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