© 2019 by Gary Goldberg Financial Services and GGFS which are the marketing names used by Bruderman Asset Management, LLC, an SEC Registered Investment Adviser, and its affiliated company, Bruderman Brothers, LLC, a FINRA registered broker-dealer, member SIPC.

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Meet the Team

At GGFS, we believe managing clients’ assets is a long-term proposition. In fact, many of our client relationships span generations. We’ll work diligently to develop a customized wealth and investment strategy for you that incorporates investment management & legacy planning designed to help you achieve all of your investment and life goals.  

Comprised of some of the brightest and most tireless individuals.

Investment Committee

 

The Investment Committee is made up of seasoned investment professionals from GGFS with deep levels of expertise spanning the global spectrum of asset classes, investment instruments and techniques. As an individual investor, you have direct access to all of the Investment Committee’s analyses as well as a suite of commentary, reports and broadcasts. 

PRESIDENT

RICHARD T. KERSTING

PRESIDENT OF BRUDERMAN ASSET MANAGEMENT

JAMES M. BRUDERMAN

CHIEF INVESTMENT OFFICER OF BRUDERMAN ASSET MANAGEMENT

MICHAEL L. MURPHY, CFA

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SENIOR PORTFOLIO ANALYST INVESTMENT MANAGEMENT TEAM

ERIC ROSSMAN

VICE PRESIDENT / HEAD OF TRADING

PETER J. D. DEDEL

VICE CHAIRMAN / HEAD OF WEALTH MANAGEMENT AT BRUDERMAN ASSET MANAGEMENT

OLIVER S. PURSCHE

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CHIEF COMPLIANCE OFFICER OF BRUDERMAN ASSET MANAGEMENT

MILES J. EDWARDS, ESQ.

PORTFOLIO ANALYST

INVESTMENT MANAGEMENT TEAM

RICHARD P. KERSTING

 
 

Investment Consultants

 

Each of our Investment Consultants bring their own area of expertise to the firm and is dedicated to providing excellent advice, guidance and service. By working closely with other qualified financial professionals such as CPAs and Estate Planning Attorneys, our Investment Consultants are uniquely qualified and prepared to help our clients address all investment related issues. 

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VICE PRESIDENT

JAMES V. LOEHLE

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SR. INVESTMENT CONSULTANT

THOMAS CORTESE

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INVESTMENT CONSULTANT

TYLER J. PALUMBO, CFP®

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INVESTMENT CONSULTANT

BRYAN COVERT

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SR. INVESTMENT CONSULTANT

W. RAYMOND STINE

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VICE PRESIDENT OF INVESTMENTS

CHRIS HANLY, CFP®

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INVESTMENT CONSULTANT

MICHAEL COLLINS, CFP®

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SR. INVESTOR SERVICES REP. & I.C.

BETTE-ELLEN WEISS

 

Investor Services Representatives

 

Our dedicated Investor Services Representatives are the backbone of our service efforts. The ISR group is often the main point of contact for our clients when they need preliminary account information or require other operations related services. Our team is committed to providing every client of GGFS "best in class" client services. 

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INVESTOR SERVICES REP.

LORI DOUGLASS

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INVESTOR SERVICES ASSOCIATE

ALEXANDRA KERSTING

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ISR & SALES ASSISTANT

NICHOLAS LOEHLE

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INVESTOR SERVICES REP.

JODI BARNA

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CLIENT SERVICE REP.

REGINA A. NEILSON