Herman is a founding partner of the firm. With over 6 decades of experience, he has seen up markets, down markets and sideways markets. Analyzing both the big picture and the technical details, Herman is deeply committed to applying his seasoned experience to each client’s unique needs. Herm’s work is his life’s passion. Even as a veteran of the business, he constantly strives for professional growth to benefit clients.
Herman serves his community through the United Way of the Greater Lehigh Valley Tocqueville Society and as a Friends of Bethlehem Mounted Police board member. His favorite hobby is spending time with his wife, two dogs, two daughters and five granddaughters.
Education and Designations:
- Albright College – Bachelor’s degree
- Lehigh University – MBA in Finance
- Certified Investment Management Analyst® (CIMA®)
- Barron’s Top 1,000 Financial Advisors in America – 2009, 2010, 2011, 2012, 2013, 2014
(Awards And Recognitions By Unaffiliated Rating Services, Companies, And/Or Publications Should Not Be Constured By A Client Or Prospective Client As A Guarantee That He/She Will Experience A Certain Level Of Results; Nor Should They Be Construed As A Current Or Past Endoresemtn Of Quadrant Or Its Representatives By Any Of Its Clients. Ranking Published By Magazines And Others Are Generally Based Exclusively On Information Prepared An/Or Submitted By The Recognized Advisor. Barron’s Awards Are Based Primarily On An Adviser’s Asset Under Mangement, Contribution To The Firm’s Revenues And Profits, And Quality Of Service. Barron’s Doesn’t Seek Explicit Data On Investment Performance By Advisors.)
