Bruce Laning in

Bruce Laning

Questioner · DISC type c
Managing Director and Principal at Wealthspire Advisors
📍 Greater Milwaukee, United States

Professional overview including current role context, leadership scope, domain focus, and career trajectory to help you understand background relevance before outreach.

Key behavioral and communication insights including interaction style, decision-making tendencies, and motivation drivers to tailor messaging and personalize conversations.

Business priorities, areas of interest, and practical outreach recommendations that can improve conversion quality for this professional.

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Experience
36 Years
Current Role
Managing Director and Principal
Job Level
Senior
Location
Greater Milwaukee, United States
Personality Overview

How Bruce shows up

Not Easily Convinced
Cautious & Analytical
Systematic

They generally do not appreciate an overfriendly approach and prefer to stay to-the-point. They prefer to fully evaluate every situation. While they don't hesitate to ask questions, they are generally risk-averse and tend to be late adopters.

Priorities

Topics Bruce cares about

Strategic Priorities
Topic insights and context to help personalize outreach and discovery conversations.
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Career

Work history

6-2014
Managing Director and Principal
Wealthspire Advisors
1-2007
Board Of Directors
Valparaiso University
2-2012 - 5-2014
President
Baker Tilly Investment Advisors, LP
2-2012 - 5-2013
Managing Director
Baker Tilly
2-2001 - 2-2012
Partner and Portfolio Manager
Marietta Investment Partners
In the press

Media appearances

Media appearances and press coverage highlighting public visibility and thought leadership.
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Education
1977 - 1981
BS Business Administration
Valparaiso University
1986 - 1988
MM
Northwestern University - Kellogg School of Management
Social presence
in
Behavioral profile

DISC profile (public)

c

Calculativeness (C)

Calculativeness (C) reflects the degree to which a person is likely to be cautious, systematic and analytical. Those scoring high tend to emphasise quality and accuracy.

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