![Marc Hertzberg](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>)
Profil
Mr. Marc J.
Hertzberg is a Chief Executive Officer at WBH Advisory, Inc. He regularly offers to advise clients on a variety of financial planning and investment management issues, including asset allocation, tax planning, estate and legacy planning, retirement planning, and any other financial issues as they arise.
His goal is to help clients achieve their financial objectives so that they can enjoy time with their family and friends, free of financial worries.
Among other areas, he has experience helping clients with financial lifecycle issues such as entering retirement, receiving an inheritance, selling a business, or having a change in marital status due to death or divorce.
Prior to joining WBH Advisory in 1999, Mr. Hertzberg worked for the Securities and Exchange Commission in the Division of Market Regulation.
Preceding that, he worked for Coopers & Lybrand where he assisted clients with various tax related matters.
He earned a Bachelor’s degree in Accounting at Lehigh University and also graduated from the University of Maryland School of Law.
He became licensed as a certified public accountant in 1989.
He has earned the right to use the Chartered Financial Analyst designation.
Postes actifs de Marc Hertzberg
| Sociétés | Poste | Début |
|---|---|---|
WBH Advisory, Inc.
 WBH Advisory, Inc. Investment ManagersFinance WBH takes a team approach to building tax-efficient, diversified portfolios for their clients. The firm’s custom-built portfolios, when appropriate, may utilize a combination of individual equities, taxable or tax-free bonds, certificates of deposit, exchange traded funds (ETFs), mutual funds and cash equivalents. They primarily rely on fundamental analysis to review potential equity investments. | Directeur Général | 01/01/1999 |
Anciens postes connus de Marc Hertzberg
| Sociétés | Poste | Fin |
|---|---|---|
Wagner Capital Management Corp.
 Wagner Capital Management Corp. Investment ManagersFinance Wagner is a US large/mega-cap growth investor. The firm uses bottom-up research and maintains a low turnover rate. | Gestionnaire de Portefeuille-Actions | 31/12/2008 |
Formation de Marc Hertzberg
Expériences
Fonctions occupées
Actives
Inactives
Sociétés cotées
Entreprise privées
Relations
93
Relations au 1er degré
4
Entreprises liées au 1er degré
Homme
Femme
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Sociétés liées
| Entreprise privées | 4 |
|---|---|
Wagner Capital Management Corp.
Wagner Capital Management Corp. Investment ManagersFinance Wagner is a US large/mega-cap growth investor. The firm uses bottom-up research and maintains a low turnover rate. | Finance |
Lehigh University
 Lehigh University Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
University of Maryland
 University of Maryland Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
WBH Advisory, Inc.
WBH Advisory, Inc. Investment ManagersFinance WBH takes a team approach to building tax-efficient, diversified portfolios for their clients. The firm’s custom-built portfolios, when appropriate, may utilize a combination of individual equities, taxable or tax-free bonds, certificates of deposit, exchange traded funds (ETFs), mutual funds and cash equivalents. They primarily rely on fundamental analysis to review potential equity investments. | Finance |
