![Steve Herzog](data:image/svg+xml,<svg xmlns="http://www.w3.org/2000/svg" width="16" height="16" fill="%231b1b1b" class="bi bi-person-fill" viewBox="0 0 16 16"><path d="M3 14s-1 0-1-1 1-4 6-4 6 3 6 4-1 1-1 1zm5-6a3 3 0 1 0 0-6 3 3 0 0 0 0 6"/></svg>)
Steve Herzog
Mitglied des Investmentausschusses bei
Laird Norton Wetherby Wealth Management LLC
Profil
Mr. Steven P.
Herzog is a Wealth Manager at Laird Norton Wetherby Wealth Management LLC.
He now provides customized portfolio management and advice on diversification, tax, trust and estate planning strategies for his clients.
He serves on the firm’s Investment Committee and is a member of the Financial Planning Association of San Francisco.
Additionally, he serves on the Board of Directors for Environmental Traveling Companions, which provides outdoor adventures to people with disabilities and disadvantaged youth.
Prior to joining Wetherby Asset Management in 2005, Mr. Herzog ran his own hedge fund following an earlier stint as a hedge fund portfolio manager and analyst.
Prior to that, he was a vice president at JP Morgan.
There, he held a number of corporate finance and private client advisory roles in New York, London and San Francisco, advising corporate clients and wealthy families in the U.S., Europe, Asia and the Middle East.
He received his undergraduate degree from Dartmouth College and a graduate degree from Fletcher School of Law.
Aktive Positionen von Steve Herzog
| Unternehmen | Position | Beginn |
|---|---|---|
Laird Norton Wetherby Wealth Management LLC
 Laird Norton Wetherby Wealth Management LLC Investment ManagersFinance LNW aims to provide great risk-adjusted returns and exceptional service to every one of their clients. The firm develops asset allocation strategies focused on risk management through research of capital markets and macroeconomic trends. Client investment portfolios are generally a customized mix of funds from managers upon which the firm has conducted appropriate due diligence. | Mitglied des Investmentausschusses | 01.01.2005 |
Ehemalige bekannte Positionen von Steve Herzog
| Unternehmen | Position | Ende |
|---|---|---|
J.P. Morgan & Co., Inc. (Old)
 J.P. Morgan & Co., Inc. (Old) Regional BanksFinance Provides commercial banking and investment advisory services | Corporate Officer/Principal | - |
Ausbildung von Steve Herzog
Erfahrungen
Besetzte Positionen
Aktive
Inaktive
Börsennotierte Unternehmen
Private Unternehmen
Beziehungen
35
Beziehungen ersten Grades
4
Unternehmen ersten Grades
Herr
Frau
Aufsichtsräte
Führungskräfte
Unternehmensverbindungen
| Private Unternehmen | 4 |
|---|---|
Laird Norton Wetherby Wealth Management LLC
Laird Norton Wetherby Wealth Management LLC Investment ManagersFinance LNW aims to provide great risk-adjusted returns and exceptional service to every one of their clients. The firm develops asset allocation strategies focused on risk management through research of capital markets and macroeconomic trends. Client investment portfolios are generally a customized mix of funds from managers upon which the firm has conducted appropriate due diligence. | Finance |
Dartmouth College
 Dartmouth College Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
J.P. Morgan & Co., Inc. (Old)
J.P. Morgan & Co., Inc. (Old) Regional BanksFinance Provides commercial banking and investment advisory services | Finance |
Fletcher School of Law
 Fletcher School of Law Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
