Family Data: Wife #2 (36 yrs.) Jean, a beautiful, gracious Southern lady (3 grown step-children and 3 grandsons).
Career Path: Army '52-'54; MBA (Columbia - Graham & Dodd) '54-'56; Security analyst NY Life '56-'59; Faulkner Dawkins & Sullivan '60-'62; Security analyst @ Oppenheimer '63-64; director of research '64-'69; Strategist '70-'74; partner of Oppenheimer's 1965-2000;
Founded Oppenheimer Capital (inv. advisor to pension & other funds) 1969; chairman 1969-1995; chairman emeritus 1996-2000; fired 12/00; Started own firm (Brunie Associates --inv. counselling) 4/2001
Most Gratifying Accomplishments (chronological):
1964-1968: Built Oppenheimer research department to Ul in "Institutional Investor's All Star Team."
1969-1998: Helped build Oppenheimer Capital from zero on day one to $75 billion assets and 40% margin. Bad two years performance and new owners resulted in dismissal 12/00.
1978: Became member of Mont Pelerin Society (recommended and seconded by two Nobel laureates).
1978: Became trustee of Manhattan Institute, a not-for-profit think tank Chairman 1980-1990; chairman emeritus to date.
1999: Became trustee of the Milton & Rose d. Friedman Foundation for Vouchers (for K-12)
Curiosities: Individual freedom; limited government; laissez faire and supply side economics plus monetarism; history.
Appetites: Fine dining; reading; homework; and, theatre.
Reflections Re Amherst's Influence In Your Life
Remarkingly little:
Future Plans, Whither Goest
No idea. Stock market and associated flow of information is very (addictive?). With no pension, am dependent on building private capital. (Should have retired 3/10/00, i.e., peak of technology stock boom.)
Now need to look for new office location - hopefully one where I will still be in the "investment flow of ideas." Plan to keep up involvement with a wide array of think-tanks.