Bruno Bertocci is a Managing Director and Senior Portfolio Manager with UBS Global Asset Management, based in Chicago. He has 35 years of investment experience and holds an MBA from the Harvard Business School (US).
Bruno is a member of the Global Equity team, which is responsible for constructing and managing global equity portfolios worldwide. He also has specific responsibilities for key US client relationships. Bruno is also the Team Head of the Sustainable Equities team and is the lead Portfolio Manager of the Global Equity Sustainable strategy. He leads the cross-divisional sustainability marketing strategy effort and is based in Chicago.
Prior to joining UBS Global Asset Management in 1998, Bruno managed the global equity investment group at Stein Roe & Farnham. Previously, his positions included regional portfolio manager and global equity portfolio manager at Rockefeller & Co. Before assuming these roles, Bruno was based in London, then Hong Kong, as manager of that firm’s foreign offices.
Bruno began his career at T.Rowe Price Associates as a US equity analyst. Bruno represents UBS on committees such as the Global Initiative for Sustainability Ratings, US SIF (Social Investment Forum), and SASB (Sustainability Accounting Standards Board).