NEW YORK, March 16, 2017 /PRNewswire/ -- Bruderman Asset Management, the family-owned third generation financial services firm, names Ms. Stephanie Torosian Managing Director of Wealth Planning and Family Office Services.
Ms. Torosian will be responsible for all planning and family office services, with oversight of a team of wealth advisors. She will work closely with Matthew Bruderman, Head of the Bruderman Family Office and will report to Oliver Pursche, CEO of Bruderman Asset Management.
"Stephanie's experience and expertise in planning for very high-net-worth clientele will be invaluable to the firm and its clients," said Bruderman. He added, "Stephanie's broad knowledge of contemporary planning techniques combined with my family's practical perspective from generations of experience, will allow us to provide our clients with a rare and comprehensive offering. We believe you need to provide personal finance, investment management, trusts and estate planning, investment banking and private equity all in one place to properly guide our type of clientele. At a certain level, all of these things became blended together and you really need to comprehend them all very well."
Prior to joining Bruderman, Ms. Torosian was an Associate Director in the Wealth Planning and Analysis Group at AllianceBernstein, where she consulted with financial advisors and clients on a range of issues, including asset allocation, multigenerational wealth planning, trusts and philanthropy. Additionally, she has been published in Trusts and Estates magazine on topics of trust management and charitable remainder trusts, and has been a prominent voice in the industry as a keynote speaker at several conferences.
Torosian stated, "We have created the ideal environment for our clients, allowing us to execute successfully on their behalf by focusing on their entire financial picture. Having access to the Bruderman family office and its inner workings provides me with a unique perspective that benefits our clients and positions us to service them at the highest level. I am grateful and excited to be able to take on this expanded role, and with it, the privilege to contribute to the Bruderman family's legacy in asset management."
About Bruderman Asset Management
Bruderman Asset Management is an investment advisor that provides institutional-quality investment management, state-of-the-art financial planning techniques and family office services. It is led by the Bruderman family which has three generations of experience and proven results managing wealth. Bruderman Asset Management is registered with the US SEC and is owned by Bruderman & Co.
Bruderman & Company is a privately owned financial services holding company whose subsidiaries and affiliates consist of a registered broker dealer, registered investment advisor, mutual fund, insurance brokerage and other financial services related companies. The firm and its subsidiaries specialize in providing services to ultra-high net worth individuals and closely held businesses.
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SOURCE Bruderman Asset Management