William Bruckner

Founder & Managing Director


Mr. Bruckner is the Managing Partner of Banyan Private Wealth. He has over 20 years of investment experience and is responsible for portfolio management at Banyan Private Wealth since the firm's inception. Prior to Banyan, Mr. Bruckner was a Vice President and Senior Portfolio Advisor at the Palm Beach office of Merrill Lynch, Pierce, Fenner & Smith Inc. and a Vice President at Sanford C. Bernstein in West Palm Beach.  He holds a Series 65, Investment Advisor Representative, registration.

Mr. Bruckner is a student of the Fama-French 4-Factor Model, which he utilizes as a guiding principal in the construction and management of his clients' portfolios. He first studied this model while attending the University of Chicago, where he studied under Professor Eugene Fama. This model expanded upon the Nobel Prize-winning research of Harry Markowitz and William Sharp that delivered Modern Portfolio Theory. Fama and French determined that exposure to market, size, and value risk factors explains as much is 96% of returns in diversified stock portfolios. Their discoveries serve as the foundation for constructing indexes that efficiently capture risks and returns. In 2013, Eugene Fama was awarded the Nobel Prize in Economic Science for his work.