Elliot Bruce Herman
Chief Investment Officer bei PRW Wealth Management LLC
Profil
Mr. Elliot B.
Herman is a Partner & Chief Investment Officer at PRW Wealth Management LLC.
He is responsible for the firm’s investment advisory process including the development of investment strategy, asset allocation, and investment manager and product due diligence.
Mr. Herman also oversees the firm’s wealth management practice, developing plans focused in the areas of wealth transfer, retirement, investment, tax, risk management, and estate planning.
Prior to joining PRW, he held management-level positions with a Big-4 accounting firm, a national broker-dealer, and an institutional money manager in Boston.
Mr. Herman earned a Bachelor of Arts degree in Economics from Brandeis University and an MS/MBA from Northeastern University.
He is a CPA.
Aktive Positionen von Elliot Bruce Herman
| Unternehmen | Position | Beginn |
|---|---|---|
PRW Wealth Management LLC
 PRW Wealth Management LLC Investment ManagersFinance PRW Wealth Management LLC (PRW) is a SEC-registered investment advisor and wealth management firm headquartered in Quincy, Massachusetts. The firm was founded by William A. Payne and Richard A. Renwick in 2010. They were acquired by Edelman Financial Engines LLC in 2023. PRW offers investment advisory services to individuals, high net-worth individuals, trusts, estates, endowments, foundations, corporations, charitable organizations and retirement plans. | Chief Investment Officer | 01.11.2016 |
Ausbildung von Elliot Bruce Herman
| Brandeis University | Undergraduate Degree |
| Northeastern University | Masters Business Admin |
Erfahrungen
Besetzte Positionen
Aktive
Inaktive
Börsennotierte Unternehmen
Private Unternehmen
Beziehungen
Beziehungen ersten Grades
Unternehmen ersten Grades
Herr
Frau
Aufsichtsräte
Führungskräfte
Unternehmensverbindungen
| Private Unternehmen | 1 |
|---|---|
PRW Wealth Management LLC
PRW Wealth Management LLC Investment ManagersFinance PRW Wealth Management LLC (PRW) is a SEC-registered investment advisor and wealth management firm headquartered in Quincy, Massachusetts. The firm was founded by William A. Payne and Richard A. Renwick in 2010. They were acquired by Edelman Financial Engines LLC in 2023. PRW offers investment advisory services to individuals, high net-worth individuals, trusts, estates, endowments, foundations, corporations, charitable organizations and retirement plans. | Finance |
