Profilo
Mr. Gregory A.
Herr, CFA, is a Co-Founder & Managing Partner at Phaeacian Partners LLC.
Mr. Herr co-founded the Firm and acts as portfolio manager.
Prior to joining Phaeacian Partners, he was Managing Director at First Pacific Advisors (FPA).
Prior to FPA, Mr. Herr was a Senior Research Analyst at Vontobel Asset Management.
He previously worked at Sanford Bernstein and Bankers Trust Company.
Mr. Herr earned a Bachelor’s degree in Art History from Colgate University.
He is a CFA® Charterholder.
Posizioni attive di Greg Herr
Società | Posizione | Inizio |
---|---|---|
Phaeacian Partners LLC
Phaeacian Partners LLC Investment ManagersFinance Phaeacian Partners LLC is a SEC-registered investment adviser and wealth management firm headquartered in El Segundo, California. The firm was co-founded by Gregory Herr and Pierre O. Py in 2020. They are a subsidiary of Phaeacian Partners Holdings LP. Phaeacian Partners offers investment advisory services to registered investment companies, private funds and separately managed institutional accounts. | Fondatore | 19/10/2020 |
Precedenti posizioni note di Greg Herr
Società | Posizione | Fine |
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First Pacific Advisors LP
First Pacific Advisors LP Investment ManagersFinance First Pacific Advisors LLC (FPA) is an independent, SEC-registered investment advisor headquartered in Los Angeles, California. Founded in 2004, FPA provides investment advisory services to registered investment companies, private funds and separately managed institutional accounts. In addition, the firm provides investment sub-advisory services to investment advisers of third party-sponsored registered investment companies. | Gestore di Portafoglio-Azioni | 19/10/2020 |
Bankers Trust Co. (Des Moines, Iowa)
Bankers Trust Co. (Des Moines, Iowa) Investment ManagersFinance Bankers Trust Co. is an asset management headquartered in Des Moines, Iowa. The firm was founded in 1917 and is a subsidiary of BTC Financial Corp. The firm serves as a trusted partner for individuals’ comprehensive financial planning, trust and fiduciary needs. | Corporate Officer/Principal | - |
Sanford C. Bernstein & Co. LLC
Sanford C. Bernstein & Co. LLC Investment Banks/BrokersFinance Sanford C. Bernstein & Co. LLC is a registered broker-dealer headquartered in New York City. The firm was founded in 1967 and is a subsidiary of Alliance Capital Management LLC, ultimately held by Equitable Holdings, Inc. (NYSE: EQH). Sanford C. Bernstein & Co. provides trading and executions services to their clients. | Corporate Officer/Principal | - |
Vontobel Asset Management, Inc.
Vontobel Asset Management, Inc. Investment ManagersFinance Vontobel Asset Management, Inc. (Vontobel AM) is a SEC-registered investment advisor headquartered in New York City. Formerly known as Vontobel USA, Inc., the firm was founded in 1984 and is a wholly owned subsidiary of Vontobel Holding AG (SWX: VONN), a Swiss holding company based in Switzerland. Vontobel AM offers fundamental analysis-based investment advisory and sub-advisory services to a broad array of institutional and intermediary clients, respectively. Their client base includes a list of corporations, public and private pension plans, foundations and endowments. | Analyst-Equity | - |
Formazione di Greg Herr
Colgate University | Undergraduate Degree |
Esperienze
Posizioni ricoperte
Relazioni
Relazioni di 1° grado
Aziende connesse in 1º grado
Uomo
Donna
Amministratori
Dirigenti
Società collegate
Aziende private | 5 |
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First Pacific Advisors LP
First Pacific Advisors LP Investment ManagersFinance First Pacific Advisors LLC (FPA) is an independent, SEC-registered investment advisor headquartered in Los Angeles, California. Founded in 2004, FPA provides investment advisory services to registered investment companies, private funds and separately managed institutional accounts. In addition, the firm provides investment sub-advisory services to investment advisers of third party-sponsored registered investment companies. | Finance |
Vontobel Asset Management, Inc.
Vontobel Asset Management, Inc. Investment ManagersFinance Vontobel Asset Management, Inc. (Vontobel AM) is a SEC-registered investment advisor headquartered in New York City. Formerly known as Vontobel USA, Inc., the firm was founded in 1984 and is a wholly owned subsidiary of Vontobel Holding AG (SWX: VONN), a Swiss holding company based in Switzerland. Vontobel AM offers fundamental analysis-based investment advisory and sub-advisory services to a broad array of institutional and intermediary clients, respectively. Their client base includes a list of corporations, public and private pension plans, foundations and endowments. | Finance |
Sanford C. Bernstein & Co. LLC
Sanford C. Bernstein & Co. LLC Investment Banks/BrokersFinance Sanford C. Bernstein & Co. LLC is a registered broker-dealer headquartered in New York City. The firm was founded in 1967 and is a subsidiary of Alliance Capital Management LLC, ultimately held by Equitable Holdings, Inc. (NYSE: EQH). Sanford C. Bernstein & Co. provides trading and executions services to their clients. | Finance |
Bankers Trust Co. (Des Moines, Iowa)
Bankers Trust Co. (Des Moines, Iowa) Investment ManagersFinance Bankers Trust Co. is an asset management headquartered in Des Moines, Iowa. The firm was founded in 1917 and is a subsidiary of BTC Financial Corp. The firm serves as a trusted partner for individuals’ comprehensive financial planning, trust and fiduciary needs. | Finance |
Phaeacian Partners LLC
Phaeacian Partners LLC Investment ManagersFinance Phaeacian Partners LLC is a SEC-registered investment adviser and wealth management firm headquartered in El Segundo, California. The firm was co-founded by Gregory Herr and Pierre O. Py in 2020. They are a subsidiary of Phaeacian Partners Holdings LP. Phaeacian Partners offers investment advisory services to registered investment companies, private funds and separately managed institutional accounts. | Finance |
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