New York Investment House Names New MD Of Wealth, Family Office Unit

Harry Keir Hughes

20 March 2017

Bruderman Asset Management has appointed Stephanie Torosion as managing director of its wealth planning and family office services.

Previously, Torosion was associate director of the wealth planning and analysis group at AllianceBernstein, where she consulted advisors and clients on asset allocation, multi-generational wealth planning, trusts and philanthropy.

At Bruderman, Torosian will oversee a team of wealth advisors, working closely with the head of Bruderman family office, Matthew Bruderman, and will report to Oliver Pursche, chief executive.

"Stephanie's experience and expertise in planning for very high net worth clientele will be invaluable to the firm and its clients," Bruderman said.

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.”

The firm is a privately-owned investment advisor that provides investment management, financial planning techniques and family office services. It has three generations of wealth experience, and specializes in providing services to ultra-high net worth individuals and closely-held businesses. It manages more than $1 billion in client assets.