Sally Long, CTFA

Our firm’s decision to engage Ellen Bruno and her team at Compliance Advisor Professionals, LLC, resulted in aligning our firm with a tremendous resource. As I moved into the role as the firm’s Chief Compliance Officer, I had (literally) big shoes to fill. So began, what I believe to be, a key alliance for the successful update and implementation of our Compliance program. Ellen brings a wealth of knowledge, combined with common sense, and a genuine interest in working with our firm. She is our advocate. I enthusiastically recommend Ellen and her team at Compliance Advisor Professionals, LLC.

Testimonials

Ellen Bruno has provided compliance services to our firm for over two years. I am continually impressed with the depth of her knowledge, her timeliness, common sense, attention to detail and client focused attitude. I strongly recommend Ellen and Com…”
– Robert W. Katz, CPA, IBERIA Asset Management

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