Robert Gaudio

MD, Operations & Administration at Sanctuary Wealth

Robert Gaudio is the Managing Director of Operations at Bruderman Asset Management. Robert has been with the company since April 2019 and is responsible for the day-to-day wealth management operations, IT infrastructure, and a team of sales assistants. Robert has a focus on improving the overall tech stack for a privately-owned registered investment advisor with over $1bn in AUM.

In their time at Bruderman Asset Management, Robert has led a project to convert performance reporting from Orion Advisor Services to Addepar. This included an integration with Pershing and multiple annuity carriers to show household performance across all products. As a result of this project, expenses were reduced by 20%.

Robert has also successfully implemented a COVID-19 readiness plan to ensure little to no impact to the business. This included a rollout of mobile check deposits, video conferencing, electronic signature, and other tools to support a workforce of 100% remote employees.

Robert Gaudio completed a Bachelor of Science in Criminal Justice from Pace University-Pleasantville/Briarcliff Campus.

Robert Gaudio works with Michael Longley - Chief Growth Officer, Dylan Isaacs - Regional Director, and Richard Williams - MD & Head, Advisor Solutions Group. Robert Gaudio reports to Jim Dickson, Board Member, Founder & CEO.

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  • MD, Operations & Administration

    Current role

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