About

Prior to launching his long and distinguished career in the investment industry, Bruce gained broad entrepreneurial and business experience across real estate, import/export, and the restaurant sector. It is in the financial arena, however, where he has made his most enduring impact. Now well into his fifth decade in the industry, Bruce has delivered consistent success at the highest levels of business, including co-founding his own firm. His enthusiasm, intellectual curiosity, and energy remain undiminished. 

Bruce joined Wealth Enhancement in 2021 through the acquisition of Oakwood Capital Management. As a Managing Director at Wealth Enhancement, he leverages his deep experience to mentor fellow advisors and cultivate long-term, consultative relationships with clients. Beyond his professional accomplishments, Bruce is a highly engaged community leader and philanthropic supporter throughout the Los Angeles area. He is the past President of We Benefit Children (WBC) and continues to serve on its Board of Directors. In 2026, Bruce was appointed Trustee of the renowned Luskin Orthopedic Institute for Children, where he supports governance, philanthropic initiatives, and long-term institutional growth. 

Bruce has been married to his wife, Marilyn, of more than 39 years and is the proud father of two adult daughters, Alyssa and Briar. He enjoys traveling with his family—particularly on high-level global adventures—and has a passion for building, problem-solving, and lifelong learning. His interests also include sports, politics, art, and playing poker.

Education

  • BA, University of California, Los Angeles, JD, Southwestern University School of Law

Awards

  • 2025 InvestmentNews 5-Star Wealth Management Teams¹
  • LA Business Journal –#45 on the Money Management Firms ranking²
  • Five Star Wealth Manager, 2012-2017 and 2021-2026³
  • Awarded 5/12/25 for the ranking year 2025

  • Awarded 6/16/25 for the ranking year 2025.

  • 2012 – Awarded 11/1/11 for the period 5/22/11-10/16/11. 2013 – Awarded 12/1/12 for the period 5/22/12-10/16/12. 2014 – Awarded 12/1/13 for the period 5/22/13-10/16/13. 2015 – Awarded 12/1/14 for the period 5/22/14-10/16/14. 2016 – Awarded 11/1/15 for the period 5/22/15-10/16-15. 2017 – Awarded 11/1/16 for the period 2/25/16-10/24/16. 2021 – Awarded 12/1/20 for the period 3/30/20-10/9/20. 2022 – Awarded 12/1/21 for the period 3/29/21-10/1/21. 2023 – Awarded 12/1/22 for the period 3/28/22-9/23/22. 2024 – Awarded 12/1/23 for the period 2/13/23-8/31/23. 2025 – Awarded 12/1/24 for the period 2/13/24-8/30/24. 2026 – Awarded 12/1/25 for the period 2/12/25- 8/1/25.

Resources from Bruce A. Mandel

Topic
PDF
The 2024 presidential election resulted in a decisive victory for former and now incoming President Trump, an outcome anticipated to significantly influence fiscal policy and, in turn, the municipal bond market, particularly regarding trade and tax policy implications.
3/14/2025
PDF
Looking back on the fourth quarter of 2024, the conclusive outcome of the presidential election—regardless of one’s political preferences—provided clarity which boosted market confidence. 
3/14/2025
PDF
With the US presidential election in the rearview mirror, US equities climbed higher in November and bond yields declined. Risk assets continue to be supported by a positive macroeconomic backdrop, solid earnings growth, and an accommodative Fed. 
3/14/2025

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