Bob Herrmann
Chief Executive Officer at Freedom Investment Management, Inc. (US)
Profile
Robert Philip Herrmann is currently the Chief Executive Officer at EQIS Holding, Inc. and Freedom Investment Management, Inc. He is also a Trustee at The Arbitrage Funds.
Previously, he served as the President & Chief Executive Officer at Loring Ward International Ltd.
and Discovery Data, Inc. He also held positions as the Managing Director-Business Development Group at Wachovia Securities LLC, Regional Director at Merrill Lynch & Co., Inc., and EVP, MD-Global Asset & Wealth Management at Ipreo Holdings LLC.
Bob Herrmann active positions
Companies | Position | Start |
---|---|---|
The Arbitrage Funds | Director/Board Member | - |
EQIS Holding, Inc.
EQIS Holding, Inc. Information Technology ServicesTechnology Services EQIS Holding, Inc. provides computer related services. The company is headquartered in San Rafael, CA. | Chief Executive Officer | 26/05/2020 |
Freedom Investment Management, Inc. (US)
Freedom Investment Management, Inc. (US) Investment ManagersFinance Freedom Investment Management, Inc. (Freedom) is an asset management subsidiary of Freedom Advisors Group Intermediate Holdings LLC, headquartered in Hartford, Connecticut. The firm was founded in 2003 by Jennifer Winters, William Nelson, and Scott Winters. Freedom is a subsidiary of Freedom Advisors Group Intermediate Holdings LLC, ultimately held by EQIS Holding, Inc., a holding company. Formerly known as EQIS Capital Management, Inc., the firm provides discretionary investment advisory services to separately managed accounts, pooled investment vehicles, and through sub-advisory relationships. | Chief Executive Officer | 01/01/2020 |
Former positions of Bob Herrmann
Companies | Position | End |
---|---|---|
Discovery Data, Inc.
Discovery Data, Inc. Packaged SoftwareTechnology Services Discovery Data, Inc. engages in the provision of data on financial services and insurance industries. Its data feed is browsed via subscription to an online portal. It offers data hygiene, data feeds, market mailer, and customer relationship management integration. The company was founded in 2002 and is headquartered in Eatontown, NJ. | Chief Executive Officer | 01/12/2019 |
Merrill Lynch & Co., Inc. | Corporate Officer/Principal | - |
Wachovia Securities LLC
Wachovia Securities LLC Investment Banks/BrokersFinance Wachovia Securities LLC offered equity, fixed income, and structured products. It was founded in 2001 and was headquartered in St. Louis, MO. | Corporate Officer/Principal | - |
Ipreo Holdings LLC
Ipreo Holdings LLC Packaged SoftwareTechnology Services Ipreo Holdings LLC provides market intelligence, deal execution platforms and investor communications solutions. Its services include markets analytics, investment community profiles and contact information, deals data, data feeds and entity data management solutions. The firm has offices in New York, London, Maryland, and Delhi. The company was founded on December 18, 2006 and is headquartered in New York, NY. | Corporate Officer/Principal | - |
Loring Ward International Ltd.
Loring Ward International Ltd. Investment ManagersFinance Loring Ward International Ltd. provides investment advisory and asset management services. The company was founded in 1975 and is headquartered in New York, NY. | President | - |
Experiences
Positions held
Connections
1st degree connections
1st degree companies
Male
Female
Members of the board
Executives
Linked companies
Private companies | 8 |
---|---|
The Arbitrage Funds | Miscellaneous |
Wachovia Securities LLC
Wachovia Securities LLC Investment Banks/BrokersFinance Wachovia Securities LLC offered equity, fixed income, and structured products. It was founded in 2001 and was headquartered in St. Louis, MO. | Finance |
Loring Ward International Ltd.
Loring Ward International Ltd. Investment ManagersFinance Loring Ward International Ltd. provides investment advisory and asset management services. The company was founded in 1975 and is headquartered in New York, NY. | Finance |
Ipreo Holdings LLC
Ipreo Holdings LLC Packaged SoftwareTechnology Services Ipreo Holdings LLC provides market intelligence, deal execution platforms and investor communications solutions. Its services include markets analytics, investment community profiles and contact information, deals data, data feeds and entity data management solutions. The firm has offices in New York, London, Maryland, and Delhi. The company was founded on December 18, 2006 and is headquartered in New York, NY. | Technology Services |
EQIS Holding, Inc.
EQIS Holding, Inc. Information Technology ServicesTechnology Services EQIS Holding, Inc. provides computer related services. The company is headquartered in San Rafael, CA. | Technology Services |
Freedom Investment Management, Inc. (US)
Freedom Investment Management, Inc. (US) Investment ManagersFinance Freedom Investment Management, Inc. (Freedom) is an asset management subsidiary of Freedom Advisors Group Intermediate Holdings LLC, headquartered in Hartford, Connecticut. The firm was founded in 2003 by Jennifer Winters, William Nelson, and Scott Winters. Freedom is a subsidiary of Freedom Advisors Group Intermediate Holdings LLC, ultimately held by EQIS Holding, Inc., a holding company. Formerly known as EQIS Capital Management, Inc., the firm provides discretionary investment advisory services to separately managed accounts, pooled investment vehicles, and through sub-advisory relationships. | Finance |
Merrill Lynch & Co., Inc. | Finance |
Discovery Data, Inc.
Discovery Data, Inc. Packaged SoftwareTechnology Services Discovery Data, Inc. engages in the provision of data on financial services and insurance industries. Its data feed is browsed via subscription to an online portal. It offers data hygiene, data feeds, market mailer, and customer relationship management integration. The company was founded in 2002 and is headquartered in Eatontown, NJ. | Technology Services |
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