CLOs on the Move

Bruderman

www.bruderman.com

 
Bruderman is a multigenerational, privately-owned family of companies that offers investment banking, wealth management, and merchant banking services. Bruderman also owns and operates a mutual fund and a life insurance agency. We proudly commit the highest level of resources to meet our clients` financial needs and goals. For three generations and nearly 100 years, our clients have trusted us to manage and grow their wealth. We specialize in satisfying the needs of ultra-high-net-worth individuals and closely held businesses, offering trusted advice drawn from generations of experience. Bruderman is privately owned and free from the external pressure of having to answer ...
  • Number of Employees: 100-250
  • Annual Revenue: $10-50 Million
  • www.bruderman.com
  • 10 East 53rd Street Penthouse Floor
    New York, NY USA 10022
  • Phone: 516.801.2475

Executives

Name Title Contact Details
David Lallouz
Head of Mergers and Acquisitions and Chief Legal Officer Profile

Similar Companies

PICA Group Services

PICA Group Services is one of the leading providers in Financial Services. It is based in Newark, NJ. To find more information about PICA Group Services, please visit www.picagroup.com

Atlanta Fed

As part of the nation’s central bank, the Atlanta Fed plays an important role in monetary policy, bank supervision and regulation, and the operation of a nationwide payments system.

Orion

Orion`s unified tech stack is built to seamlessly connect advisors and their clients to plan for the future, invest intelligently and achieve financial goals. If the solution our advisors need doesn`t exist, we build it ourselves, pioneering possibilities to help our advisors achieve their vision of success and evolve our business ahead of industry trends. Our ability to push the boundaries of traditional advisor tech is driven by a hunger for continuous improvement and a willingness to disrupt ourselves, and the industry, to stay ahead of customer expectations and deliver the tools and resources advisors need to grow their businesses. Orion Advisor Technology is a tech powerhouse, designed to bring together leading-edge technology and wealth management. Through an all-in-one advisor platform, Orion powers success of growth-focused advisors, helping them compete more successfully. We are intently focused on driving advisor growth and closing the investor behavior gap. From prospect to advocate, we empower our advisors with the integrated technology they need to engage, support and deliver across each step of the client journey through our fiduciary process. The result: strength and loyalty within every advisor-client relationship. Orion is committed to having a diverse and inclusive workforce. Individuals seeking employment at Orion are considered without regards to age, color, disability status, ethnicity, genetic information, national origin, race, religion, gender, sexual orientation, gender identification, veteran status or any other factor protected by law.

Great Lakes Members Credit Union

Great Lakes Members Credit Union is a Dearborn, MI-based company in the Financial Services sector.