About Us

 

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J. V. Bruni and Company is an investment management firm registered with the Securities and Exchange Commission.  The firm was founded in Colorado Springs in 1992 and has clients not only in Colorado, but in 35 other states as of December 2016.  We provide discretionary personalized money management services on a fee-only basis for individuals, retirement plans, trusts, corporations and nonprofit organizations.

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Our Investment Style and Philosophy

The only simple rule in investment analysis is that there are no other simple rules.  We use our unique experience and investment judgment, combined with our knowledge of relevant economic, competitive and risk factors, to evaluate a large amount and variety of raw information.   Ultimately, we develop our own evaluations of current and projected future values of various investments to build investment portfolios designed to pursue our clients' investment objectives.  Simply put, our own research powers our investment performance, and economics powers our research. 

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Who We Are

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Jerome V. Bruni

President

Mr. Bruni earned a Bachelor of Science degree in economics from the United States Air Force Academy and a Master of Arts degree in economics from UCLA.  He worked as an Operations Research officer for the U.S. Air Force and served on the Department of Economics faculty at the U. S. Air Force Academy, where he directed and taught courses in microeconomics, macroeconomics, and financial markets.  He was twice named by the Academy as the Outstanding Educator in Economics.  Mr. Bruni is the founder and president of Colorado Springs-based J. V. Bruni and Company, the largest independent money management firm in southern Colorado.  An experienced investor, he has been quoted in The Wall Street Journal, Reuters, Bloomberg, CNNMoney, Fortune, and other financial media.  He is also a popular speaker for college students, teachers and community groups.  Mr. Bruni, who is an active supporter of many non-profit organizations, also founded and is president of the Bruni Foundation, which supports education and development programs nationwide for students and adults.  He is also an Overseer of the Hoover Institution at Stanford University and a Founding Director of the USAF Academy Endowment.  Additionally, he is a former Chairman of the Board of Directors of the Colorado Council for Economic Education and a former member of the Board of Directors of the National Council for Economic Education.

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John R. Brock

Vice President

John R. Brock, Vice President, contributes to various economic analyses.  He is also Senior Instructor and Director, Center for Economic Education, University of Colorado, Colorado Springs.  Dr. Brock received a Ph.D. in economics from Cornell University, has been the recipient of a number of teaching awards, and has authored a variety of publications concerning microeconomics, macroeconomics, productivity and other economics topics.  

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Sarah F. Roach

Vice President

Sarah F. Roach, Vice President, works closely with current and prospective clients to address their questions, help them identify and assess their investment objectives, and to provide tax and portfolio performance information to CPAs and other financial professionals on their behalf (with client authorization).  She also dedicates time to meeting the unique information and reporting requirements of institutional clients such as corporations, retirement plans, foundations and other nonprofit organizations.  Ms. Roach earned a Master of Arts degree from the University of Denver and has over 30 years of business experience.

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Patrick Labbe

Assistant to the Portfolio Manager

Patrick Labbe, Research Analyst and Assistant to the Portfolio Manager, adds to our independent analysis capabilities and contributes to portfolio management decisions.  Pat earned a B.S. in business administration and an M.S. in finance from the University of Colorado, and he is a Chartered Financial Analyst (CFA).  Prior to joining J. V. Bruni and Company, Pat served as the investment manager for the city of Arvada, Colorado.  Before that, he worked for Charles Schwab and Company.

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MaryEllen Telck

Director of Client Services

MaryEllen Telck, Director of Client Services, has worked for J. V. Bruni and Company since its founding in 1992.  She directs and coordinates all client services, administration, and regulatory filings for the company.  With over 30 years of experience in the securities industry, Mrs. Telck has a thorough knowledge of all aspects of administrative operations, portfolio accounting, and performance and tax reporting.  In addition, she has a track record of excellence and a deeply-rooted commitment to providing first-class client service.