Erik Herzfeld
President at THE HERZFELD CARIBBEAN BASIN FUND INC.
Net worth: 1 M $ as of 2024-05-30
Erik Herzfeld active positions
| Companies | Position | Start | End |
|---|---|---|---|
| THE HERZFELD CARIBBEAN BASIN FUND INC. | President | 2007-12-31 | - |
Thomas J. Herzfeld Advisors, Inc.
 Thomas J. Herzfeld Advisors, Inc. Investment ManagersFinance Thomas J. Herzfeld Advisors, Inc. (TJH) is a boutique alternative investment firm headquartered in Miami Beach, Florida. The firm was founded by Thomas J. Herzfeld in 1984. TJH provides investment advisory services directly to registered investment companies, private funds, and separately managed accounts (SMA). Their SMA Clients include primarily individuals, investment companies, trusts, corporations and various types of retirement accounts. | Portfolio Manager-Equities | 2007-03-31 | - |
| President | 2016-12-31 | - | |
| Corporate Secretary | 2007-03-31 | - | |
| Treasurer | 2007-03-31 | - |
Career history of Erik Herzfeld
Former positions of Erik Herzfeld
| Companies | Position | Start | End |
|---|---|---|---|
| J.P. Morgan & Co., Inc. (Old) | Corporate Officer/Principal | - | - |
Lehman Brothers, Inc.
 Lehman Brothers, Inc. Investment Banks/BrokersFinance A subsidiary of Lehman Brothers Holdings, Inc., Lehman Brothers, Inc. is a broker/dealer headquartered in New York City. They provide global equity and fixed research. The equity research department covers more than 100 sectors. They use a fundamental, quantitative, strategic and tactical research approach. In addition to these Lehman has also developed special products, such as 10 uncommon values and 10 uncommon eurovalues. | Corporate Officer/Principal | - | - |
Training of Erik Herzfeld
| The Johns Hopkins University | Undergraduate Degree |
| Massachusetts Institute of Technology | Masters Business Admin |
| MIT Sloan School of Management | Undergraduate Degree |
Statistics
International
| United States | 8 |
Operational
| President | 2 |
| Corporate Officer/Principal | 2 |
| Undergraduate Degree | 2 |
Sectoral
| Finance | 5 |
| Consumer Services | 3 |
| Miscellaneous | 2 |
Positions held
Active
Inactive
Listed companies
Private companies
Linked companies
| Private companies | 4 |
|---|---|
Thomas J. Herzfeld Advisors, Inc.
Thomas J. Herzfeld Advisors, Inc. Investment ManagersFinance Thomas J. Herzfeld Advisors, Inc. (TJH) is a boutique alternative investment firm headquartered in Miami Beach, Florida. The firm was founded by Thomas J. Herzfeld in 1984. TJH provides investment advisory services directly to registered investment companies, private funds, and separately managed accounts (SMA). Their SMA Clients include primarily individuals, investment companies, trusts, corporations and various types of retirement accounts. | Finance |
Lehman Brothers, Inc.
Lehman Brothers, Inc. Investment Banks/BrokersFinance A subsidiary of Lehman Brothers Holdings, Inc., Lehman Brothers, Inc. is a broker/dealer headquartered in New York City. They provide global equity and fixed research. The equity research department covers more than 100 sectors. They use a fundamental, quantitative, strategic and tactical research approach. In addition to these Lehman has also developed special products, such as 10 uncommon values and 10 uncommon eurovalues. | Finance |
| J.P. Morgan & Co., Inc. (Old) | Finance |
The Herzfeld Caribbean Basin Fund, Inc.
 The Herzfeld Caribbean Basin Fund, Inc. Investment Trusts/Mutual FundsMiscellaneous The Herzfeld Caribbean Basin Fund, Inc. operates as a non-diversified and closed-end management investment company. It invests in equity and equity-linked securities of public and private companies. The company was founded on March 10, 1992 and is headquartered in Miami Beach, FL. | Miscellaneous |
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