Nollenberger McCullough Merger Announcement
October 1, 2020
Bruce Nollenberger and Leon Wiatrak are pleased to announce that Nollenberger Investment Management and McCullough & Associates are merging, effective October 1, 2020. The new firm will be known as Nollenberger McCullough Investment Advisors.
The merger is the result of a closely aligned vision, shared values and a long-standing professional friendship between Bruce Nollenberger and Leon Wiatrak. Combining the two firms brings together decades of expertise and deep market experience in investment management for high net worth individuals, businesses, institutions and public funds. Given the complexity of today’s markets, the merger further ensures long-term continuity and breadth of investment management for our clients.
“Leon and I are excited to bring together 80 years of combined experience in equity and fixed income capital markets and building client portfolios. This combination provides us with even broader market expertise as well as continuity of portfolio management. Our aim is to have the great experience you’ve come to expect from us to get even better.” – Bruce Nollenberger
About Bruce: Prior to founding Nollenberger Investment Management in 2012, Bruce was the founder, CEO and President of Nollenberger Capital Partners Inc. (NCPI), a full-service broker dealer. NCPI was recognized by the Securities Industry Financial Markets Association (SIFMA) as one of the top 100 firms in the country and was later sold to Sterne Agee in January 2011. He had previously spent nine years as the Executive Vice President and Senior Managing Director of Wells Fargo/Van Kasper, where he oversaw the private brokerage business. Full Bio
About Leon: Prior to being the Managing Member of McCullough and Associates, LLC, Leon’s professional experience included over 20 years at Bank of America, where he was a Senior Vice President, responsible for the bank’s global fixed-income activities. During his tenure, the bank was recognized as a Primary Dealer by the Federal Reserve Bank of New York, becoming a major participant in the US Government and money markets. Leon transitioned to the advisory side of the business, forming Wiatrak Behnke Capital Management, focusing on fixed-income investing. The firm then merged with Van Kasper & Co., broadening the scope of his responsibilities to include equities. Full Bio
We are extremely excited to bring our mutual skills together and we look forward to speaking with you soon! In the meantime, please do not hesitate to contact us with any questions you may have.
Wishing you health and prosperity,
Bruce Nollenberger - 415-287-5100 brucen@nollmac.com
Leon Wiatrak – 415-956-8700 lwiatrak@nollmac.com
Nollenberger McCullough Investment Advisors
100 Shoreline Hwy, Bldg B, Suite 380
Mill Valley, CA. 94941
Performance ~ Trust ~ Experience