About Kona Advisors

Bruce Werner is the Managing Director of Kona Advisors LLC, a strategic advisory boutique that specializes in serving the needs of family-owned and closely held middle market businesses. Since 2000 Kona Advisors has worked with clients to assist them in making the critical changes needed to achieve their objectives.

In addition to his work with middle-market operating companies, Bruce has been both a principal and an advisor to several investment firms, with experience in running venture, private equity, hedge and real estate funds, as well as futures & options trading operations.

Mr. Werner frequently writes and speaks on issues of concern to private and family businesses. His speaking engagements include the National Family Business Council's Family/Enterprise/Wealth Series, the Turnaround Management Association, and other organizations. He was recently interviewed in Estate Planning Magazine regarding his experiences as a 3rd generation family business owner.


Download Estate Planning Magazine Article PDF

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Mr. Werner spent 12 years at Werner Holding Co. in a variety of senior line and staff positions. He held executive responsibilities in the Climbing Products, Aluminum Extrusion and Insurance businesses. During his tenure the company grew from $180M to over $500M in revenues.

Prior to Werner Holding Co., he co-founded a technology company that developed proprietary products for the engineering workstation market. Early in his career he worked as an engineer for a Kleiner Perkins venture company.

Mr. Werner earned a B.S. degree in Mechanical Engineering and Engineering and Public Policy with honors from Carnegie-Mellon University. Having earned an IBM Fellowship, he graduated from Stanford University with a M.S. degree in Manufacturing Systems Engineering. Mr. Werner completed his M.S. Management degree at the MIT Sloan School.

To start a dialogue, or arrange for a speaking engagement, you can reach him at 847-910-2025 or Bruce@KonaAdvisors.com.



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