Elliot Bruce Herman
Chief Investment Officer at PRW Wealth Management LLC
Profile
Mr. Elliot B.
Herman is a Partner & Chief Investment Officer at PRW Wealth Management LLC.
He is responsible for the firm’s investment advisory process including the development of investment strategy, asset allocation, and investment manager and product due diligence.
Mr. Herman also oversees the firm’s wealth management practice, developing plans focused in the areas of wealth transfer, retirement, investment, tax, risk management, and estate planning.
Prior to joining PRW, he held management-level positions with a Big-4 accounting firm, a national broker-dealer, and an institutional money manager in Boston.
Mr. Herman earned a Bachelor of Arts degree in Economics from Brandeis University and an MS/MBA from Northeastern University.
He is a CPA.
Elliot Bruce Herman active positions
| Companies | Position | Start |
|---|---|---|
PRW Wealth Management LLC
 PRW Wealth Management LLC Investment ManagersFinance PRW Wealth Management LLC (PRW) is a SEC-registered investment advisor and wealth management firm headquartered in Quincy, Massachusetts. The firm was founded by William A. Payne and Richard A. Renwick in 2010. They were acquired by Edelman Financial Engines LLC in 2023. PRW offers investment advisory services to individuals, high net-worth individuals, trusts, estates, endowments, foundations, corporations, charitable organizations and retirement plans. | Chief Investment Officer | 01/11/2016 |
Training of Elliot Bruce Herman
| Brandeis University | Undergraduate Degree |
| Northeastern University | Masters Business Admin |
Experiences
Positions held
Connections
1st degree connections
1st degree companies
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Female
Members of the board
Executives
Linked companies
| Private companies | 1 |
|---|---|
PRW Wealth Management LLC
PRW Wealth Management LLC Investment ManagersFinance PRW Wealth Management LLC (PRW) is a SEC-registered investment advisor and wealth management firm headquartered in Quincy, Massachusetts. The firm was founded by William A. Payne and Richard A. Renwick in 2010. They were acquired by Edelman Financial Engines LLC in 2023. PRW offers investment advisory services to individuals, high net-worth individuals, trusts, estates, endowments, foundations, corporations, charitable organizations and retirement plans. | Finance |
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