Jack Herrmann graduated from Phillips Academy in Andover, MA and from Washington and Lee University in Lexington, VA earning a Bachelor of Science degree with special attainments in Business Administration.
Jack Herrmann has over thirty (30) years of experience in the investment business, including serving clients as a broker, Portfolio Manager and founder of a private Registered Investment Advisor. His broker-dealer managerial assignments included serving as Branch Manager, Resident Managing Officer and a Manager of Branch Administration.
He has provided investment consulting and advisory services to the U.S. Department of Justice in Washington, DC; a state agency; a state Bar Foundation; bankruptcy Trustees; law firms; private foundations; Trusts and Estates; businesses; professional groups; individuals and families.
For more than twenty (20) years Jack Herrmann has assisted Defense Attorneys as well as Plaintiff Attorneys as a Consulting Expert and Testifying Expert for more than two hundred (200) securities and investment-related disputes of all types. Cases are in federal and state court, before FINRA, AAA and JAMS arbitrations, and before federal and state securities regulators.
For ten (10) years Jack Herrmann served on the Board of a private foundation, and the last three years served as Chair of the Finance and Investment Committee. That Committee monitors the Board's conformity with its fiduciary responsibility, and that of the Investment Advisor and Investment Managers. The foundation's current assets approximate $500 million.
SER Voting Member
Curriculum Vitae