Jeffrey Herman Email & Phone Number
Managing Director, Head of Center for Family Legacy @ Truist Wealth
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Jeffrey Herman Location
- New York, NY, US
Jeffrey Herman Work
- Managing Director, Head of Center for Family Legacy @ (May 2025 - Present)
- Managing Director, Center for Family Legacy - Business Owner and Family Office Advisory @ (February 2024 - May 2025)
- Managing Director, Wealth Planning and Advice, East Division Lead, J.P. Morgan Wealth Management @ (December 2015 - May 2022)
- Director, Wealth Advisory @ (June 2014 - December 2015)
- Associate, Individual Client Servies and Trusts and Estates @ (September 2007 - June 2014)
- Eastern Division of New York -- Civil Division Intern @ (May 2005 - August 2005)
Jeffrey Herman Education
- New York University School of Law
LLM (Tax)
2008-2013 - Columbia Law School
JD (Law)
2004-2007 - Columbia College, Columbia University
BA (Mathematics)
2001-2004
Jeffrey Herman Skills
- Legal Writing
- Litigation
- Legal Research
- Due Diligence
- Private Equity
- Trusts
- Research
- Securities Regulation
- Corporate Law
- Corporate Governance
- Charitable Trusts
- Civil Litigation
- Commercial Litigation
- Intellectual Property
- Trade Secrets
- Estate Planning
- Customer Service
- Strategic Planning
- Leadership
- Microsoft Word
Jeffrey Herman Summary
- Jeffrey Herman, based in New York, NY, US, is currently a Managing Director, Head of Center for Family Legacy at Truist Wealth. Jeffrey Herman brings experience from previous roles at Truist Wealth, JPMorgan Chase & Co., Barclays Wealth and Investment Management and Schulte Roth & Zabel LLP. Jeffrey Herman holds a 2008 - 2013 LLM in Tax @ New York University School of Law. With a robust skill set that includes Legal Writing, Litigation, Legal Research, Due Diligence, Private Equity and more. Jeffrey Herman has 2 emails and 2 mobile phone numbers on RocketReach.
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