Bruce founded Newground to allow people and institutions to merge their values with their dollars. Newground serves any person, organization or institution that seeks positive change without a sacrifice to financial performance.

PROFESSIONAL EXPERIENCE

Newground Social Investment, Seattle, WA. - Founder, President. 1994–present. Registered Investment Advisor: socially conscious asset management, shareholder advocacy, portfolio guideline development, proxy voting services.

Interfaith Center on Corporate Responsibility (ICCR), New York, NY. - Board of Governors. 1994–1998. Energy & Environment Steering Committee 1994–2001. Developed Pulp & Paper TCF Campaign, Okefenokee NWR Campaign, Pure Profit Initiative.

Northwest Coalition for Responsible Investment, Seattle, WA. - Co-founder, first Director. 1994–1998. Management change strategies, dialogue & shareholder resolutions on corporate accountability issues.

Progressive Securities Financial Services, Portland, OR. - Vice-President Managed Accounts. 1990–1994. Founded & directed Washington operations; Executive Committee; Investment Policy Committee.

Merrill Lynch, Pierce, Fenner & Smith, Columbia, SC and Seattle, WA. Financial Consultant. 1984–1990. Asset management & consultation. In 1987 led firm in new business development.

EDUCATION AND ADVANCED TRAINING

Center for Fiduciary Studies, Pennsylvania: Earned Accredited Investment Fiduciary (AIF®) designation. 2003. First AIF® designation awarded in Washington State.

Landmark Education, Seattle, WA: Completed Landmark Forum 12/03, Advanced Course 3/04, will complete Self Expression and Leadership Program 6/04.

College for Financial Planning, Colorado: Completed Levels I, II, III (of VI) of Certified Financial Planner (CFP) designation. 1989–1991.

NASD Accreditations: Uniform Investment Advisor (Series 65), General Securities Principal (Series 24), General Securities Representative (Series 7), Uniform Securities Agent (Series 63).

Merrill Lynch, Pierce, Fenner & Smith, Princeton, NY: Advanced Portfolio Management Institute. 1988.

University of South Carolina School of Law: Estate and Gift Tax Planning. 1987–1988.

Wharton School of Business: Qualified Retirement Plans & Key Executive Arrangements. 1985–1986. (Through the University of South Carolina Daniel School of Management)

University of Dublin, Trinity College, Ireland: Post-graduate non-degree studies in Philosophy, Environmental Law. 1980–1981.

University of South Carolina: BS in Biology, Deans List Honors. 1978–1980.

College of William & Mary, Williamsburg, VA: Undergraduate studies in Anthropology, Philosophy & English. 1975–1977.

VOLUNTEER INVOLVEMENTS

Environment2004, Washington, DC.

Seattle Host Committee for September 2004 fundraising gala. 2004–present.

Americans for a Fair Estate Tax, Boston, MA.

Lobbying in Washington, DC to preserve the estate tax. March 2004. (Delegation led by William Gates, Sr., Co-Chair of the Bill & Melinda Gates Foundation and Paul Volcker, former Chairman of the Federal Reserve)

Business Alliance for Local Living Economies (BALLE), Seattle, WA. - Leadership Council. 2003–present.

Alliance to Defend the Alien Tort Claims Act, Washington, DC. - Founding member, Steering Committee. 2003–present.

Network for Business Innovation and Sustainability, Albers School of Business and Economics, Seattle University, Seattle, WA. - Executive Planning Committee. 2003–present.

Institute for Children's Environmental Health, Seattle, WA. - Board Member, 2003–present; Executive Committee 2004–present.

Seattle Thunder, Seattle, WA. - Steering Committee, 2003–present; Presenter with Tom Hayden at 2002 Rolling Thunder.

Conversation Cafés, Seattle, WA. - Host, Organizing participant. 2002–present.

Washington Council on International Trade, Seattle, WA. - Member, Corporate Social Responsibility Roundtable, 2002–present.

New Roadmap Foundation, Seattle, WA. - Guest editor on re-write of Chapter 9 (the investment chapter) of Your Money or Your Life, by Vicki Robin & Joe Dominguez. 2001.

Museum of Flight, Seattle, WA. - Development Committee. 2001–present.

Pike Place Market Historical Commission, Seattle, WA. - Commissioner (Mayoral appointment) 2000–present; Executive Committee, 2001–2003.

A Territory Resource Foundation (ATR), Seattle, WA. - Finance Committee, 2000–present; Endowment Committee, 1991–1992.

Civil Air Patrol, Seattle, WA. - Air search & rescue Observer, and Mission Pilot trainee. 1999–present.

United for a Fair Economy, Boston, MA. - Trainer on economic justice issues. 1998–present.

Irish Parades Emergency Committee, New York, NY. - Human Rights Observer in Northern Ireland. Summer 1998 (the year the Good Friday Peace Accord was signed).

Interfaith Center on Corporate Responsibility (ICCR), New York, NY. - Board of Governors, 1994–1998; Energy & Environment Steering Committee, 1994–2001.

Seattle Public Theater, Seattle, WA. - Board Member. 1992–1995.

Cascadia Quest, Seattle, WA. - Co-Founder, Board Secretary. 1992–1994.

Edward E. Carlson Leadership & Public Service Center, University of Washington, Seattle, WA. - Co-Founder. 1992–1994.

Sustainable Seattle, Seattle, WA. - Trustee. 1991–1995.

Northwest AIDS Foundation, Seattle, WA. - Volunteer. 1991–1994.

Cascadia Revolving Fund, Seattle, WA. - Investor Services Committee. 1991–1993.

Social Investment Forum, Portland, OR. - Northwest Board Member, 1989–1993; Member, 1989–present.

St. Mark's Cathedral, Seattle, WA. - Ecology/Spirituality Group Steering Committee. 1989–1993. (This later grew into Earth Ministry)

Migration & Refugee Services, Seattle, WA. - Teacher, English as a Second Language (ESL). 1983–1984.

University of Puget Sound Pacific Rim Program, Tacoma, WA. - Cultural & Academic Studies in Thailand, Sri Lanka, Nepal, India, Pakistan. 1982–1983.

Washington Environmental Council, Seattle, WA. - Volunteer Writer. 1981–1983.

Now enjoying its second decade, Newground Social Investment provides individual, institutional, GLBT, and not-for-profit clients with: ◊ Socially responsive (SRI) money management that integrates investment decisions with social concerns and personal or institutional values. ◊ Competitive financial returns along with positive social impact. ◊ Financial coaching and Life Planning that creates peace of mind, a sense of integrity and financial security. ◊ Community investment for strong local benefits. ◊ Shareholder advocacy for transparency and accountability. Newground is a fee-only Registered Investment Advisor serving any person, organization or institution seeking positive change along with competitive performance.