James Herr Email & Phone Number

Associate Partner | Head of Portfolio Implementation @ Corient

5 free lookup(s).

James Herr Location

Dallas, TX, US

James Herr Work

2026 - now Associate Partner | Head of Portfolio Implementation @ Corient
2025 - 2025 Associate Partner, Investments @ Corient
2024 - 2024 Senior Director, Investments @ Corient
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2023 - 2023 Director, Portfolio Construction @ Corient
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2022 - 2022 Director, Portfolio Management @ Corient
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2021 - 2021 Senior Portfolio Manager @ Corient
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2020 - 2020 Senior Portfolio Manager @ RGT Wealth Advisors
2016 - 2019 Senior Investment Analyst @ Corient
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2012 - 2016 Senior Operations Specialist @ Corient
2010 - 2012 Client Service Associate @ Excellence In Giving, LLC

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James Herr Education

Virginia Tech
B.S. (Finance and Management)
2007 - 2010
Virginia Tech

James Herr Skills

Mechanical Maintenance
Sales
Management

Microsoft Excel
Financial Modeling
Training
Strategic Planning

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James Herr Summary

James Herr, based in Dallas, TX, US, is currently a Associate Partner | Head of Portfolio Implementation at Corient. James Herr brings experience from previous roles at Corient. James Herr holds a 2007 - 2010 B.S. in Finance and Management @ Virginia Tech. With a robust skill set that includes Mechanical Maintenance, Sales, Management, Microsoft Excel, Financial Modeling and more. James Herr has 3 emails and 3 mobile phone numbers on RocketReach.

James Herr Emails

Found 3 emails

James Herr Phone Numbers

Found 6 phone numbers

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Others Named James Herr

James Herr

Construction Manager at VIP STRUCTURES INC.

New York, United States
1
- aol.com
5+
- +1 315-637-XXXX
- +1 315-637-XXXX
- +1 315-391-XXXX
- +1 315-815-XXXX
- +1 315-682-XXXX
- +1 315-471-XXXX
James Herr

Associate Partner | Head of Portfolio Implementation at Corient

Dallas, TX, US
3
- yahoo.com
- comcast.net
- corient.com
5+
- +1 717-394-XXXX
- +1 507-459-XXXX
- +1 701-406-XXXX
- +1 213-712-XXXX
- +1 203-541-XXXX
- +1 703-994-XXXX
Jim Herr

Chief Administrative Officer at Alliance Technical Group

Louisville, KY, US
3
- gmail.com
- stacktest.com
- alliancetg.com
3
- +1 203-520-XXXX
- +1 502-638-XXXX
- +1 502-338-XXXX
Jim Herr

President at Parron Hall

San Diego, CA, US
2
- parronhall.com
- att.net
2
- +1 858-268-XXXX
- +1 619-990-XXXX

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Chad Estep

Partner, Chief Compliance Officer at Corient

Miami, FL, US
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Sebastian Goumashvili

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New York, NY, US
1
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Dallas, TX, US
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Miami, FL, US
2
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