![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
Membro del Comitato di Investimento presso
Laird Norton Wetherby Wealth Management LLC
Profilo
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.
Posizioni attive di Steve Herzog
| Società | Posizione | Inizio |
|---|---|---|
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. | Membro del Comitato di Investimento | 01/01/2005 |
Precedenti posizioni note di Steve Herzog
| Società | Posizione | Fine |
|---|---|---|
J.P. Morgan & Co., Inc. (Old)
 J.P. Morgan & Co., Inc. (Old) Regional BanksFinance Provides commercial banking and investment advisory services | Corporate Officer/Principal | - |
Formazione di Steve Herzog
Esperienze
Posizioni ricoperte
Attive
Inattive
Società nel listino
Aziende private
Relazioni
35
Relazioni di 1° grado
4
Aziende connesse in 1º grado
Uomo
Donna
Amministratori
Dirigenti
Società collegate
| Aziende private | 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 |
