Jeffrey Hertel Email & Phone Number
Senior Vice President, Portfolio Manager @ North Point Portfolio Managers
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Jeffrey Hertel Location
- Cleveland, OH, US
Jeffrey Hertel Work
- 2025 -now Senior Vice President, Portfolio Manager @
- 2019 -2025 Senior Investment Analyst @ RMS Investment Group, LLC
- 2016 -2019 Senior Portfolio Manager @
- 2014 -2016 Investment Analyst @ Waypoint Intelligence
- 2008 -2013 Equity Research Analyst @ PNC Capital Advisors, LLC
- 2003 -2008 Client Advisor and Analyst @
Jeffrey Hertel Education
- Kent State University
Bachelor of Business Administration (BBA) (Finance, Computer Information Systems)
- Cleveland State University
Master of Business Administration (MBA) (Finance)
Jeffrey Hertel Skills
- Financial Modeling
- Bloomberg
- Client Retention
- Asset Allocation
- FactSet
- Valuation
- Equity Research
- Investments
- Investment Management
- Equities
- Asset Management
- Mutual Funds
- Microsoft Excel
- Institutional Clients
- Project Management
- Client Service
- Investment Strategies
- Portfolio Management
Jeffrey Hertel Summary
- Jeffrey Hertel, based in Cleveland, OH, US, is currently a Senior Vice President, Portfolio Manager at North Point Portfolio Managers. Jeffrey Hertel brings experience from previous roles at RMS Investment Group, LLC, Clearstead, Waypoint Intelligence and PNC Capital Advisors, LLC. Jeffrey Hertel holds a Bachelor of Business Administration (BBA) in Finance, Computer Information Systems @ Kent State University. With a robust skill set that includes Financial Modeling, Bloomberg, Client Retention, Asset Allocation, FactSet and more. Jeffrey Hertel has 2 mobile phone numbers on RocketReach.
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