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
- Senior Vice President, Portfolio Manager @ (July 2025 - Present)
- Senior Investment Analyst @ RMS Investment Group, LLC (April 2019 - June 2025)
- Senior Portfolio Manager @ (January 2016 - January 2019)
- Investment Analyst @ Waypoint Intelligence (January 2014 - January 2016)
- Equity Research Analyst @ PNC Capital Advisors, LLC (January 2008 - January 2013)
- Client Advisor and Analyst @ (January 2003 - January 2008)
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
- Asset Allocation
- Asset Management
- Bloomberg
- Client Retention
- Client Service
- Equities
- Equity Research
- FactSet
- Financial Modeling
- Institutional Clients
- Investment Management
- Investment Strategies
- Investments
- Mutual Funds
- Portfolio Management
- Valuation
- Microsoft Excel
- Project 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 Asset Allocation, Asset Management, Bloomberg, Client Retention, Client Service and more. Jeffrey Hertel has 2 mobile phone numbers on RocketReach.
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