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.
Go deeper with GlobalData
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."
How well do you really know your competitors?
Access the most comprehensive Company Profiles on the market, powered by GlobalData. Save hours of research. Gain competitive edge.
Thank you!
Your download email will arrive shortly
Not ready to buy yet? Download a free sample
We are confident about the unique quality of our Company Profiles. However, we want you to make the most beneficial decision for your business, so we offer a free sample that you can download by submitting the below form
By GlobalData
