Bruno Fellin, CFA, CPWA®

Director of Portfolio Management

bfellin@gmadvisorygroup.com | 631.227.3900

 

Bruno joined GMAG in 2010, with over 20 years of experience in institutional and private banking with firms such as U.S. Trust and Wachovia Private Bank.

 

Bruno leads the firm’s portfolio management process, which includes implementing investment strategies into client portfolios, execution, and continued monitoring of all client portfolios. His responsibility is to ensure that each client portfolio is invested consistent with the firm’s outlook and in accordance with each client’s stated goals. Bruno offers effective and timely communication to clients on such issues as portfolio holdings, allocations, and investment changes.

 

Bruno’s focus includes creating and overseeing the rigorous investment process at GMAG to ensure consistency in the investment approach. His past experience brings structure, quality control, and thoroughness to the firm’s investment area.

 

Bruno has been a CFA charter holder since 2003 and has earned his Certified Private Wealth Advisor, CPWA® Designation in 2013. He also holds a BSBA from SUNY Albany and an MBA in Finance from Baruch College.