2018 -now CEO and CIO @ Forming Family Office and Multi-Family Office Platform
2019 -2024 Head of Family Wealth Strategies @
2014 -2018 Portfolio Manager @
2008 -2014 Trader @
2007 -2007 Securities Summer Intern @
2006 -2006 Internal Audit Intern @
Alex Herman Education
Penn State University
Bachelor of Science (BS) (Finance, General)
2004-2008
Alex Herman Skills
Financial Markets
LSS
Securities
Sales
Marketing
Bloomberg
Portfolio Management
Derivatives
Capital
Investment Management
Investments
Fixed Income
Financial Analysis
Valuation
Financial Modeling
Equities
Management
Strategic Planning
Distressed Debt
Hedge Funds
Options
Trading
Leadership
Microsoft Office
Alex Herman Summary
Alex Herman, based in Philadelphia, PA, US, is currently a CIO at Stone Temple Partners LLC. Alex Herman brings experience from previous roles at Forming Family Office and Multi-Family Office Platform, (qp) global family offices, Kore Capital and Goldman Sachs. Alex Herman holds a 2004 - 2008 Bachelor of Science (BS) in Finance, General @ Penn State University. With a robust skill set that includes Financial Markets, LSS, Securities, Sales, Marketing and more. Alex Herman has 2 emails and 1 mobile phone numbers on RocketReach.
Get contact details of over 700M profiles across 60M companies - all with industry-leading accuracy. Sales and Recruiter users, try out our Email Finder Extension.
Use our AI-Powered Email Finder
Find business and personal emails and mobile phone numbers with exclusive coverage across niche job titles, industries, and more for unparalleled targeting. Also available via our Contact Data API.