Profiel
Mr. Gregory M.
Herman is a Managing Partner at LBMC Investment Advisors LLC.
He assists clients by managing, preserving, and building wealth through innovative, tax efficient investment portfolios.
He has spent over twenty five years in the financial services industry.
Mr. Herman joined LBMC Investment Advisors in 1999 to spearhead the firm’s entrance into providing coordinated tax and investment advice to clients.
He received his Bachelor's degree in Industrial Engineering from Auburn University and his MBA, with a concentration in Finance, from Vanderbilt University-Owen Graduate School of Management.
Actieve functies van Greg Herman
| Bedrijven | Functie | Begin |
|---|---|---|
LBMC Investment Advisors LLC
LBMC Investment Advisors LLC Investment ManagersFinance LBMC seeks to capture the market’s return while minimizing risk through prudent diversification. Their philosophy is firmly grounded in Modern Portfolio Theory (MPT). The firm allocates the client’s assets among a portfolio of index funds, mutual funds, bonds, or other appropriate investments. | President | 01-01-1999 |
Eerdere bekende functies van Greg Herman
| Bedrijven | Functie | Einde |
|---|---|---|
Battle Ground Academy
Battle Ground Academy Other Consumer ServicesConsumer Services Functions as a College/University | Treasurer | - |
Opleiding van Greg Herman
Ervaring
Beklede functies
Actief
Inactief
Beursgenoteerde bedrijven
Bedrijven in privébezit
Connecties
Eerstegraads connecties
Bedrijven verbonden in de eerste graad
Man
Vrouw
Besturend
Uitvoerend
Verwante bedrijven
| Bedrijven in privébezit | 4 |
|---|---|
LBMC Investment Advisors LLC
LBMC Investment Advisors LLC Investment ManagersFinance LBMC seeks to capture the market’s return while minimizing risk through prudent diversification. Their philosophy is firmly grounded in Modern Portfolio Theory (MPT). The firm allocates the client’s assets among a portfolio of index funds, mutual funds, bonds, or other appropriate investments. | Finance |
Vanderbilt University
Vanderbilt University Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
Auburn University
Auburn University Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
Battle Ground Academy
Battle Ground Academy Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
















