Rick Herman
Profile
Mr. Frederick B.
Herman, CFA, is Vice President at Stillwater Capital Advisors LLC.
Prior to joining Stillwater Capital Advisors, Mr. Herman was previously employed as a Portfolio Manager by Naples Global Advisors LLC, a Partner, Analyst & Portfolio Manager by Philadelphia International Advisors, a Vice President & International Portfolio Manager by The Glenmede Trust Co. and Director of International Investments by Denver Investment Advisors.
Mr. Herman received his BA degree in Economics from The University of Colorado and an MBA in Finance from the University of Denver.
Former positions of Rick Herman
Companies | Position | End |
---|---|---|
Denver Investment Advisors LLC
Denver Investment Advisors LLC Investment ManagersFinance Denver Investment Advisors LLC is a registered investment advisor located in Denver, Colorado. The firm's origins can be traced to 1958 as the manager of tax-exempt accounts for First National Bank of Denver. In 1983, the firm became a Registered Investment Advisor, and in 1984, they became Denver Investment Advisors, Inc., a wholly-owned subsidiary of the bank. In 1995, a group of investment professionals from Denver Investment Advisors, Inc., bought the firm from the bank, forming a new entity, Denver Investment Advisors LLC, and changing the ownership structure to a 100% employee-owned firm. In 2000, the firm acquired Bee & Associates, a boutique firm specializing in the management of international small-cap equities. In 2004, they acquired Tempest Investment Counselors, Inc., a local money management firm specializing in managing assets for high net-worth individuals. Denver Investment Advisors was acquired by Segall Bryant & Hamill LLC in 2018. Denver Investment Advisors manages assets for an array of individual and institutional investors, including corporate and public pension plans, multi-employer plans, foundations and endowments, healthcare organizations, insurance companies and financial intermediaries. The firm provides investment management services for certain of their investment styles as an advisor and/or sub-advisor to investment companies, including their proprietary family of mutual funds, Westcore Funds. Denver Investment Advisors also provides portfolio management services to third party sponsors of wrap fee programs, including providing model portfolio information on a non-discretionary basis. Denver Investment Advisors maintains the Workplace Equality Index, which is an index of companies that support lesbian, gay, bisexual and transgender (LGBT) equality in the workplace. The firm has entered into a licensing agreement for an ETF, Workplace Equality Portfolio (EQLT). | Head-Equity Investments | 31/12/1996 |
Stillwater Capital Advisors LLC
Stillwater Capital Advisors LLC Investment ManagersFinance Stillwater Capital Advisors LLC (Stillwater Capital) is an independent wealth management firm and registered investment advisor headquartered in Devon, Pennsylvania. The firm was founded by Doug Swope in 2009. Stillwater Capital manages individually tailored investment portfolios for clients utilizing individual equities, bonds, mutual funds and exchange traded funds. | Analyst-Equity | - |
Philadelphia International Advisors LP
Philadelphia International Advisors LP Investment ManagersFinance Founded in 2002, Philadelphia International Advisors LP is a registered investment advisor located in Philadelphia, Pennsylvania. The firm is a subsidiary of Philadelphia International Partners LP. They provide investment advisory services to a wide range of clients including public pension plans, corporations, Taft-Hartley plans, defined benefit plans, defined contribution plans, sub-advised funds, commingled funds, endowments, foundations, religious organizations, individuals (personal assets, estates, trusts), managed account (wrap) platforms, UMA platforms (non-discretionary) and others. | Analyst-Equity | - |
Training of Rick Herman
University of Colorado Health Sciences Center | Undergraduate Degree |
The University of Colorado | Undergraduate Degree |
University of Denver | Masters Business Admin |
Experiences
Positions held
Linked companies
Private companies | 3 |
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Denver Investment Advisors LLC
Denver Investment Advisors LLC Investment ManagersFinance Denver Investment Advisors LLC is a registered investment advisor located in Denver, Colorado. The firm's origins can be traced to 1958 as the manager of tax-exempt accounts for First National Bank of Denver. In 1983, the firm became a Registered Investment Advisor, and in 1984, they became Denver Investment Advisors, Inc., a wholly-owned subsidiary of the bank. In 1995, a group of investment professionals from Denver Investment Advisors, Inc., bought the firm from the bank, forming a new entity, Denver Investment Advisors LLC, and changing the ownership structure to a 100% employee-owned firm. In 2000, the firm acquired Bee & Associates, a boutique firm specializing in the management of international small-cap equities. In 2004, they acquired Tempest Investment Counselors, Inc., a local money management firm specializing in managing assets for high net-worth individuals. Denver Investment Advisors was acquired by Segall Bryant & Hamill LLC in 2018. Denver Investment Advisors manages assets for an array of individual and institutional investors, including corporate and public pension plans, multi-employer plans, foundations and endowments, healthcare organizations, insurance companies and financial intermediaries. The firm provides investment management services for certain of their investment styles as an advisor and/or sub-advisor to investment companies, including their proprietary family of mutual funds, Westcore Funds. Denver Investment Advisors also provides portfolio management services to third party sponsors of wrap fee programs, including providing model portfolio information on a non-discretionary basis. Denver Investment Advisors maintains the Workplace Equality Index, which is an index of companies that support lesbian, gay, bisexual and transgender (LGBT) equality in the workplace. The firm has entered into a licensing agreement for an ETF, Workplace Equality Portfolio (EQLT). | Finance |
Philadelphia International Advisors LP
Philadelphia International Advisors LP Investment ManagersFinance Founded in 2002, Philadelphia International Advisors LP is a registered investment advisor located in Philadelphia, Pennsylvania. The firm is a subsidiary of Philadelphia International Partners LP. They provide investment advisory services to a wide range of clients including public pension plans, corporations, Taft-Hartley plans, defined benefit plans, defined contribution plans, sub-advised funds, commingled funds, endowments, foundations, religious organizations, individuals (personal assets, estates, trusts), managed account (wrap) platforms, UMA platforms (non-discretionary) and others. | Finance |
Stillwater Capital Advisors LLC
Stillwater Capital Advisors LLC Investment ManagersFinance Stillwater Capital Advisors LLC (Stillwater Capital) is an independent wealth management firm and registered investment advisor headquartered in Devon, Pennsylvania. The firm was founded by Doug Swope in 2009. Stillwater Capital manages individually tailored investment portfolios for clients utilizing individual equities, bonds, mutual funds and exchange traded funds. | Finance |
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