Posts Tagged ‘Hoffman’

Fross & Fross Wealth Management Announces the Appointment of Ex-Wall Street Investment Manager Paul Hoffman as Wealth Advisor

Orlando, FL & The Villages, FL (PRWEB) January 29, 2013

Fross & Fross Wealth Management, an investment advisory firm with client assets of $ 350 million, announced the appointment of Paul Hoffman as Wealth Advisor, as the firm continues to attract top advisors to its ranks. In his role, Hoffman will be responsible for portfolio structuring and analysis, in addition to providing timely information to clients.

Co-founders Robert and Thomas Fross said in a joint statement, “We are pleased that Paul has joined our team. His investment experience and insight will undoubtedly help Fross & Fross further its position as the gold standard in wealth management to the community in which we serve.”

Hoffman brings more than 25 years of investment experience working 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. Within the state of Florida, Hoffman was Senior Vice President of Investments and Interest Rate Risk for Citizens First Bank, and Treasurer of Gibraltar Private Bank.

Hoffman earned a Bachelor’s Degree in Business Administration from New York Institute of Technology and is working towards an MBA at Hofstra University. His securities licenses include Series 7, 63, and 65.

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.”

About Fross & Fross Wealth Management

Founded by Robert and Thomas Fross, Fross & Fross Wealth Management provides fee-only financial planning and independent wealth management services to clients locally as well as throughout the U.S. Comprehensive services and tools cover the spectrum of personal financial planning issues including retirement planning, estate and trust planning, insurance services, and tax solutions. The firm specializes in helping clients transition smoothly into retirement. For more information:

Vocus©Copyright 1997-

, Vocus PRW Holdings, LLC.
Vocus, PRWeb, and Publicity Wire are trademarks or registered trademarks of Vocus, Inc. or Vocus PRW Holdings, LLC.

My interview with ‘Ranting Andy’ Hoffman about Derivatives, the MF Global debacle, silve & gold and current events. Music: “Danse Macabre” by Kevin MacLeod ( Licensed under Creative Commons “Attribution 3.” The content in my videos and on the SGTbull07 channel are offered for informational purposes only. Use the details identified in my videos as a starting point for conducting your personal investigation and conduct your own due diligence (DD) Just before making any substantial investing choices. SGTbull07 assumes all data to be truthful and trustworthy however, I can not and do not warrant or guarantee the accuracy of this information. Thank you.

This is brief doc about financial derivatives. I wanted to make it with out employing graphs or being like a company presentation. So I utilized 2.5D style photographs. It’s the first time I have employed this technique so it was a studying encounter. Also it would be intriguing to hear if I have explained derivatives clearly. (Please be certain to check out Jive Dadson’s video on derivatives as well –​watch?v=UtwHz7xQZNI)
Video Rating: four / five