GM Advisory Group Bolsters Staff with Director of Technology

MELVILLE, NY (May 7, 2018) – GM Advisory Group, a wealth management firm with a team of professionals who bring a collective intelligence to build unique and disciplined investment solutions and financial services to clients, is pleased to announce that Stefan Ludlow has joined GMAG as Director of Technology. He is based out of GMAG’s New York City office.

 

With nearly a decade of industry experience, Mr. Ludlow is responsible for the overall planning, organizing, and execution of all GMAG’s technology functions. Additionally, he works closely with GMAG’s Chief Compliance Officer toward our hyper-focus of cybersecurity preparedness to address cyber threats and protect our client’s data.

 

“We are thrilled to have Stefan join the GMAG team as Director of Technology,” said Frank Marzano, Managing Principal. “Stefan brings deep industry experience and we believe his experience will greatly complement our efforts to serve our growing client base.”

 

Prior to joining GMAG, Mr. Ludlow was the Vice President of Technology at Dynasty Financial Partners, where his key role was to manage and oversee the development, deployment, and ongoing execution of the firm’s CRM technology strategy for their network of Financial Advisors

 

Mr. Ludlow graduated with a B.A. in History from Butler University in Indiana.

 

 

About Us

GM Advisory Group, founded in the mid-1990s by Frank P. Marzano CFP®, CPA, CIMA®, Managing Principal, is a wealth management advisory firm with a deeply personal, collaborative approach that serves the unique demands of high-net-worth families, accomplished executives, and elite athletes and entertainers.