Meet the Team
At 1879 Advisors, 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 with deep levels of expertise spanning the global spectrum of asset classes, investment instruments and techniques. As a Bruderman client, you have access to the Investment Committee’s analyses as well as a suite of commentary, reports and press. With the help of your financial advisor, you can interpret and identify how these important insights may help your portfolio and serves as a compliment to your financial plan.
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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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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 1879 Advisors "best in class" client services.
