Brotman Financial Group, Inc. announced that Michelle Roberts has been promoted to Chief Operating Officer.
In this new role, Roberts joins Eric Brotman, President and Managing Principal, and Brent Weiss, Principal, on Brotman Financial Group’s executive management team and will oversee all of the company’s day-to-day operations. She is an original member of the Brotman Financial Group team, having joined the firm at its inception in 2003. Before her promotion, she most recently served in the role of Operations Manager and Director of Insurance Operations.
“Michelle has been an invaluable member of our team since the very beginning, and her dedication to our firm and her willingness to expand into new roles has been a major factor in our recent growth and success,” said Eric Brotman, President and Managing Principal, Brotman Financial Group. “I join our entire staff and our clients in congratulating her as she officially joins our executive team.”