As the wealth advisor, Hoffman will be responsible for portfolio structuring and analysis and will have to provide timely information to the clients as well.
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Hoffman is a veteran having more than 25 years of experience in investment. He worked directly on Wall Street for top financial firms including: Goldman Sachs as vice president of fixed income currency and commodities, AMBAC securities as chief investment officer, TIAA-CREF as director of public market securities, and BNY Mellon as portfolio manager.
Hoffman was senior vice president of Investments and Interest Rate Risk for Citizens First Bank, and Treasurer of Gibraltar Private Bank.
Commenting on his appointment, Hoffman said: "I feel privileged to be continuing my career at Fross & Fross, a highly respected and nationally recognized wealth management firm, and to be working closely with Rob and Tom in order to further position the firm for growth and success. The firm’s steady growth serves as a clear testimony of its exceptional client relationships and investment approach. I am eager to be a part of the firm’s wealth management process."
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