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Bruce Thomas Hotaling
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Profile
Bruce Thomas Hotaling was the founder and had founded Hotaling Investment Management LLC in 2012, where he held the title of Managing Partner until 2023.
Prior to that, he worked as a Portfolio Manager at Morgan Stanley from 2003 to 2009, as a Senior Vice President at Raymond James & Associates, Inc. from 2009 to 2012, and as a First Vice President at Legg Mason & Co. LLC (New York) from 1993 to 2003.
Mr. Hotaling received his graduate degree from American University in 1986 and his undergraduate degree from Hobart & William Smith Colleges in 1982.
Former positions of Bruce Thomas Hotaling
| Companies | Position | End |
|---|---|---|
Hotaling Investment Management LLC (Old)
 Hotaling Investment Management LLC (Old) Investment ManagersFinance Hotaling invests in several broad categories of securities, including individual stocks, municipal bonds, corporate bonds, REITs (real estate investment trusts), and both equity and fixed income open-ended mutual funds. Stocks are generally utilized for growth, where the primary goal is to increase the value of the client’s investments through price appreciation. The firm primarily relies upon bonds (both municipal and corporate) to generate income for client portfolios. REITs are also generally used for income, though they also provide diversification to stocks and bonds. When selecting equity investments, Hotaling utilizes its own proprietary stock models. The firm takes a value-oriented approach to selecting fixed income investments and utilizes fundamental research, ratings agency reports, and other proprietary research to invest and monitor bond portfolios. | Chief Executive Officer | 01/04/2023 |
Raymond James & Associates, Inc.
 Raymond James & Associates, Inc. Investment Banks/BrokersFinance Provides brokerage services | Corporate Officer/Principal | 01/11/2012 |
| MORGAN STANLEY | Corporate Officer/Principal | 01/01/2009 |
Legg Mason & Co. LLC (New York)
 Legg Mason & Co. LLC (New York) Investment Trusts/Mutual FundsMiscellaneous Operates as a trustee | Corporate Officer/Principal | 01/09/2003 |
Training of Bruce Thomas Hotaling
Experiences
Positions held
Active
Inactive
Listed companies
Private companies
Connections
95
1st degree connections
6
1st degree companies
Male
Female
Members of the board
Executives
Linked companies
| Private companies | 6 |
|---|---|
Morgan Stanley
 Morgan Stanley Investment ManagersFinance Provides wealth and asset management, trading & investment banking services | Finance |
Raymond James & Associates, Inc.
Raymond James & Associates, Inc. Investment Banks/BrokersFinance Provides brokerage services | Finance |
American University
 American University Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
Hobart & William Smith Colleges
 Hobart & William Smith Colleges Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
Legg Mason & Co. LLC (New York)
Legg Mason & Co. LLC (New York) Investment Trusts/Mutual FundsMiscellaneous Operates as a trustee | Miscellaneous |
Hotaling Investment Management LLC (Old)
Hotaling Investment Management LLC (Old) Investment ManagersFinance Hotaling invests in several broad categories of securities, including individual stocks, municipal bonds, corporate bonds, REITs (real estate investment trusts), and both equity and fixed income open-ended mutual funds. Stocks are generally utilized for growth, where the primary goal is to increase the value of the client’s investments through price appreciation. The firm primarily relies upon bonds (both municipal and corporate) to generate income for client portfolios. REITs are also generally used for income, though they also provide diversification to stocks and bonds. When selecting equity investments, Hotaling utilizes its own proprietary stock models. The firm takes a value-oriented approach to selecting fixed income investments and utilizes fundamental research, ratings agency reports, and other proprietary research to invest and monitor bond portfolios. | Finance |
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