NEW YORK – January 10, 2022 – Brookfield Oaktree Wealth Solutions, a leading provider of alternative investments to financial advisors and their clients globally, today announced that James (Jim) Bruno has been hired as Head of Product Development. Based in New York, Bruno joins from Morgan Stanley and will be responsible for leading Brookfield Oaktree Wealth Solution’s product development efforts globally. 

“The global demand for alternative investments continues to soar. Providing thoughtful, impactful, and time-tested alternatives solutions to the financial advisors we serve is our highest priority,” said David Levi, Head of Brookfield Oaktree Wealth Solutions. “Jim’s experience in alternatives product development and deep industry perspectives will be an important component of our success as we both ideate and execute new product strategies and investment vehicles. I could not be more excited to have Jim join Brookfield Oaktree Wealth Solutions as we continue to build our world-class platform for financial advisors and their clients.” 

Bruno most recently served as Managing Director within Morgan Stanley’s Investment Solutions Group and as Co-Head of Product Origination and Development for alternative investments, including private equity, private credit, real estate, hedge funds, customized solutions, and pre-IPO offerings. Over his fifteen-year tenure at Morgan Stanley, Bruno held various other roles within alternative investments including Head of Product Development for all illiquid products and liquid offerings. Prior to joining Morgan Stanley, Bruno held alternative-focused product development roles at HSBC and Merrill Lynch. 

“It’s an honor to join two world-class alternative asset managers in Brookfield and Oaktree as they continue to expand their product offerings to individual investors through Brookfield Oaktree Wealth Solutions,” said Bruno. “I look forward to working with the team to create and enhance our product suite across real assets, private and public credit, and private equity.”

Advisors interested in learning more about Brookfield Oaktree Wealth Solutions should call +1 (855) 777-8001 or email info@brookfieldoaktree.com.

About Brookfield Oaktree Wealth Solutions

Brookfield Oaktree Wealth Solutions is a leading provider of alternative investments to advisors and their clients globally, helping them meet their overall financial goals. The global scale and multi-decade track records of our parent companies, Brookfield and Oaktree, place us among the leaders in alternative investing. For more information, please visit our website at www.brookfieldoaktree.com. Brookfield Oaktree Wealth Solutions is registered as a broker-dealer with the U.S. Securities & Exchange Commission (“SEC”) and is a member of Financial Industry Regulatory Authority, Inc.) (“FINRA”) and the Securities Investor Protection Corporation (“SIPC”).

Media Contact:

Rachel Wood

Tel: 212.618.3490

Email: rachel.wood@brookfield.com