Steve Herzog
Miembro del Comité de Inversión en Laird Norton Wetherby Wealth Management LLC .
Perfil
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.
Cargos activos de Steve Herzog
Empresas | Cargo | Inicio |
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Laird Norton Wetherby Wealth Management LLC
Laird Norton Wetherby Wealth Management LLC Investment ManagersFinance Laird Norton Wetherby Wealth Management LLC (LNW) is a SEC-registered investment advisor and wealth management firm headquartered in San Francisco, California. The firm was founded by Debra Lee Wetherby in 1990 and formerly known as Wetherby Asset Management, Inc. and Wetherby Asset Management LLC. They are owned by Laird Norton Wetherby Trust Co. LLC, a subsidiary of Laird Norton Enterprises, Inc. LNW provides investment and financial advisory services predominantly to wealthy individuals and families, as well as their trusts, estates, charitable organizations, corporations, business entities, foundations and endowments. | Miembro del Comité de Inversión | 01/01/2005 |
Antiguos cargos conocidos de Steve Herzog.
Empresas | Cargo | Fin |
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J.P. Morgan & Co., Inc. (Old) | Corporate Officer/Principal | - |
Formación de Steve Herzog.
Dartmouth College | Undergraduate Degree |
Fletcher School of Law | Graduate Degree |
Experiencias
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Relaciones
Relaciones de 1er grado
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Empresas relacionadas
Empresas privadas | 2 |
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J.P. Morgan & Co., Inc. (Old) | Finance |
Laird Norton Wetherby Wealth Management LLC
Laird Norton Wetherby Wealth Management LLC Investment ManagersFinance Laird Norton Wetherby Wealth Management LLC (LNW) is a SEC-registered investment advisor and wealth management firm headquartered in San Francisco, California. The firm was founded by Debra Lee Wetherby in 1990 and formerly known as Wetherby Asset Management, Inc. and Wetherby Asset Management LLC. They are owned by Laird Norton Wetherby Trust Co. LLC, a subsidiary of Laird Norton Enterprises, Inc. LNW provides investment and financial advisory services predominantly to wealthy individuals and families, as well as their trusts, estates, charitable organizations, corporations, business entities, foundations and endowments. | Finance |
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