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Bruderman appoints managing director

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Bruderman Asset Management, a family-owned financial services firm, has appointed Stephanie Torosian as managing director of wealth planning and family office services.

Torosian will be responsible for all planning and family office services, with oversight of a team of wealth advisers.
 
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," says Bruderman. "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, 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.
 
Torosian says: "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."

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