Cassandra Toroian

Born|

Fort Lauderdale, FL

Nationality| American
Citizenship| United States
Occupation|

* Entrepreneur
* Author
* Investment and finance professional

Organization| Bell Rock Capital
Website| bellrockcapital.com

Cassandra Toroian is an American entrepreneur, author, and investment and finance professional.[1] She is the founder of Bell Rock Capital, an investment advisory firm based in Delaware. Toroian currently serves as the president and chief investment officer of BRC and a board member of the Immanuel Shelter, where she is the director of fundraising and development.[2]

Toroian is the author of the book "Don't Buy the Bull".[3] She is regularly seen on CNBC as a keynote speaker discussing economic topics. Toroian has also been a guest speaker on several other platforms such as Fox News & Business and a guest commentator on TV's Money Matters Today.[4]

## Contents

* 1 Early life and education
* 2 Career
* 3 Books
* 4 In the media
* 5 References
* 6 External links

## Early life and education[edit]

Toroian was born in South Florida but grew up in the Philadelphia suburbs.[5] Later she graduated from Lafayette College in 1994 with a bachelor’s degree in Government and Law. During her time there, Toroian was a member of the Pi Beta Phi Society and also played Tennis. Toroian was also a board member of the endowment fund of Lafayette College. She then went to the University of Miami and completed her MBA.

## Career[edit]

Soon after her graduation, Toroian started working as an intern at Merrill Lynch and Evensky, Brown, and Katz. In 1996, she went to work for a mutual fund company in Pennsylvania where she served as a buy-side analyst focusing on the banking and technology sectors. For a brief period, she also worked as a sell-side analyst with Ryan Beck & Co., prior to starting her entrepreneurial career.[6]

Toroian cofounded Cohen Bros. & Co. in 1999 and helped this investment bank grow a variety of departments and products. Toroian was named a top analyst by the Wall Street Journal during her time at the company, and she became a recognized authority on private investment in public equity (PIPE) transactions. She oversaw various mergers and acquisitions for banks with assets ranging from $300 million to $1 billion, as well as rising stock and trust-preferred capital for several community banks. In 2005, Toroian sold her ownership in the company when it was managing more than $60 billion in collateral assets.[7]

Toroian launched Bell Rock Capital, LLC, an SEC-registered financial advisory firm, in 2006. In 2009, the company was appointed as one of six asset management firms to serve as a financial agent of the United States Treasury and the firm acted in this position for many years, managing more than $500 billion in investments. By the end of 2018, Bell Rock had more than $350 million worth of invested assets.

Because of her expertise in the banking industry, she is also frequently used as a resource by major news outlets such as CNBC, Bloomberg Television, Fox Business, The Philadelphia Inquirer, USA Today, The Wall Street Journal, and The Boston Globe.

## Books[edit]

* Toroian, Cassandra. Don't buy the bull : dispelling disastrous investment advice and money-myths in our new economy. New York: Sterling & Ross Publishers. p. 128\. ISBN 978-0982139264. Retrieved 20 May 2022.

## In the media[edit]

## References[edit]

1. ↑ "About Marguerite Cassandra Toroian". Marguerite Cassandra Toroian. 4 June 2019. Retrieved 20 May 2022.
2. ↑ "Cassandra Toroian". www.amazon.com. Retrieved 20 May 2022.
3. ↑ "Don't Buy The Bull - Cassandra Toroian". www.dontbuythebull.com. 14 September 2010. Retrieved 20 May 2022.
4. ↑ "Marguerite Cassandra Toroian". CakeResume. Retrieved 20 May 2022.
5. ↑ Rozier, Angela (9 March 2022). "South Florida business owner paying about 10% more to fill his fleet". WPBF. Retrieved 20 May 2022.
6. ↑ "Cassandra Toroian". www.goodreads.com. Retrieved 20 May 2022.
7. ↑ "Cassandra Toroian". www.slideshare.net. Retrieved 20 May 2022.

## External links[edit]

* Official Website
* Personal Website
* Cassandra Toroian on Twitter
* Cassandra Toroian on LinkedIn