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Marguerite Cassandra Toroian, Investment Management and Expertise at Emerald Asset Management | WiseIntro Portfolio

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Marguerite Cassandra Toroian, Investment Management and Expertise at Emerald Asset Management | WiseIntro Portfolio

Marguerite Cassandra Toroian

Investment Management and Expertise

Emerald Asset Management

Marguerite Cassandra Toroian is a respected Florida financial executive who guides Bell Rock Capital, LLC, and provides client-centered wealth management solutions to meet the needs of individuals and businesses. Experienced in strategies to do deep analysis of equities, Marguerite Cassandra Toroian has past experience as an equity analyst and founder of Cohen Bros. & Co., and CBT Investment Management Inc.

An established presence in her field, Ms. Toroian is author of Don't Buy the Bull and has spoken on topics ranging from investing in autonomous vehicle technology to artificial intelligence. Her areas of professional experience include PIPE (private investment in public equity) transactions, and she has helped small community banks raise more than $60 million from institutional investors through this pathway.

A board member with the Immanuel Shelter, Ms. Toroian is active in finding solutions to homelessness. She has a strong interest in helping cats and dogs without homes, and has adopted many stray cats, as well as four canines from puppy mills. She grew up in Philadelphia, and remains a proud member of the Union League of Philadelphia, founded during the Civil War to support President Lincoln and the Union Army.

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  • address Rehoboth Beach, DE
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