Alex Herman Email & Phone Number
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Alex Herman Location
- Philadelphia, PA, US
Alex Herman Work
- CIO @ (October 2024 - Present)
- CEO and CIO @ Forming Family Office and Multi-Family Office Platform (April 2018 - Present)
- Head of Family Wealth Strategies @ (January 2019 - October 2024)
- Portfolio Manager @ (May 2014 - April 2018)
- Trader @ (July 2008 - April 2014)
- Securities Summer Intern @ (June 2007 - August 2007)
- Internal Audit Intern @ (June 2006 - August 2006)
Alex Herman Education
- Penn State University
Bachelor of Science (BS) (Finance, General)
2004-2008
Alex Herman Skills
- Bloomberg
- Derivatives
- Distressed Debt
- Equities
- Financial Analysis
- Financial Markets
- Financial Modeling
- Fixed Income
- Hedge Funds
- Investments
- Options
- Portfolio Management
- Securities
- Trading
- Valuation
- LSS
- Sales
- Marketing
- Capital
- Investment Management
- Management
- Strategic Planning
- 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 Bloomberg, Derivatives, Distressed Debt, Equities, Financial Analysis and more. Alex Herman has 2 emails and 1 mobile phone numbers on RocketReach.
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