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.
Current role