cassandratoroian2

[cassandratoroian2]

Cassandra Toroian

Bell Rock Capital LLC, a Delaware-based investment advisor, was founded and is led by Cassandra Toroian. Bell Rock Capital, LLC was established by her in 2006. Cassandra Toroian has over twenty years of experience in finance and investment. She has served as the company's director since 2006; Bell Rock Capital, LLC, with offices in Philadelphia and Boca Raton, Florida, is based in Delaware. For a clientele that consists of businesses, families, and people, Marguerite Cassandra Toroian's company handles about $220 million in assets overall. The founder, president, and chief investment officer of Bell Rock Capital, LLC, a Delaware-based registered investment advisory company, is Cassandra Toroian, a highly esteemed investment professional and serial entrepreneur. She oversees investing activities for individuals, families, and businesses, drawing on her extensive knowledge and experience to offer individualized financial solutions. She has over 20 years of experience in wealth management. At a mutual fund company in Pennsylvania, Ms. Toroian started her spectacular career in 1996 as a buy-side analyst. She later worked as a sell-side analyst for the banking sector at the local brokerage firm Ryan Beck & Co., which is now a part of Stifel Inc. She was a founding partner in Cohen Bros. & Co., a boutique investment bank that largely served the community banking industry. She was crucial in establishing the trading/fixed income, research, and creation of new products at Cohen Bros., including a certified investment advising service. Ms. Toroian was named a "All Star" analyst and ranked among the top five analysts in the nation by the Wall Street Journal in 1999, recognizing her remarkable stock-picking abilities. By the end of 2005, Cohen Bros. was in charge of $60 billion worth of assets. In January 2006, Ms. Toroian established Bell Rock Capital, which has now expanded to include nine professionals working across three states and overseeing the management and advisement of more than $500 million in assets. The company previously handled more than $500 million in investments as a financial agent for the US Treasury under the TARP program. Ms. Toroian is a well-known expert in the finance sector and has been profiled by numerous national media organizations, including Fox Business, Fox News, CNBC, Bloomberg Television, The Wall Street Journal, USA Today, The Philadelphia Inquirer, and The Boston Globe. Additionally, she is the author of the personal finance book "Don't Buy the Bull - Dispelling Disastrous Investment Advice and Money-Myths in our New Economy," which tries to direct the common person on the proper financial course in the wake of an economic collapse. Ms. Toroian graduated from Lafayette College with a B.A. and the University of Miami with an M.B.A. in Finance. She can offer knowledgeable financial advice and services because she holds FINRA Series 7, 64, 24, and 65 licenses. Cassandra Toroian has had a number of notable positions throughout her career, including co-founding Cohen Bros. & Co. and serving as managing director of CBT Investment Management Inc., an investment advice firm that is registered with the SEC, from 2001 to 2005. She concentrated on M&A and capital raising for smaller banks at Cohen Bros., especially through PIPE agreements (private investment in public equity). Ms. Toroian is a devoted volunteer and member of the community in addition to her career in finance. She was formerly a member of the board of the endowment fund of Lafayette College and currently serves as director of fundraising and development and board member for the homeless shelter Immanuel Shelter. She is a staunch defender of American civil liberties and belongs to the Union League of Philadelphia. The Union League of Philadelphia was established during the Civil War to defend the Union and President Lincoln. It has a distinguished past.