Profil
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.
Postes actifs de Greg Herman
| Sociétés | Poste | Début |
|---|---|---|
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 |
Anciens postes connus de Greg Herman
| Sociétés | Poste | Fin |
|---|---|---|
Battle Ground Academy
Battle Ground Academy Other Consumer ServicesConsumer Services Functions as a College/University | Treasurer | - |
Formation de Greg Herman
Expériences
Fonctions occupées
Actives
Inactives
Sociétés cotées
Entreprise privées
Relations
Relations au 1er degré
Entreprises liées au 1er degré
Homme
Femme
Administrateurs
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Sociétés liées
| Entreprise privées | 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 |
















