Profile
Mr. Gregory M.
Herman is a Managing Partner at LBMC Investment Advisors LLC.
He assists clients by managing, preserving, and building wealth through innovative, tax efficient investment portfolios.
He has spent over twenty five years in the financial services industry.
Mr. Herman joined LBMC Investment Advisors in 1999 to spearhead the firm’s entrance into providing coordinated tax and investment advice to clients.
He received his Bachelor's degree in Industrial Engineering from Auburn University and his MBA, with a concentration in Finance, from Vanderbilt University-Owen Graduate School of Management.
Greg Herman active positions
| Companies | Position | Start |
|---|---|---|
LBMC Investment Advisors LLC
LBMC Investment Advisors LLC Investment ManagersFinance LBMC seeks to capture the market’s return while minimizing risk through prudent diversification. Their philosophy is firmly grounded in Modern Portfolio Theory (MPT). The firm allocates the client’s assets among a portfolio of index funds, mutual funds, bonds, or other appropriate investments. | President | 1998-12-31 |
Former positions of Greg Herman
| Companies | Position | End |
|---|---|---|
Battle Ground Academy
Battle Ground Academy Other Consumer ServicesConsumer Services Functions as a College/University | Treasurer | - |
Training of Greg Herman
Experiences
Positions held
Active
Inactive
Listed companies
Private companies
Connections
1st degree connections
1st degree companies
Male
Female
Members of the board
Executives
Linked companies
| Private companies | 4 |
|---|---|
LBMC Investment Advisors LLC
LBMC Investment Advisors LLC Investment ManagersFinance LBMC seeks to capture the market’s return while minimizing risk through prudent diversification. Their philosophy is firmly grounded in Modern Portfolio Theory (MPT). The firm allocates the client’s assets among a portfolio of index funds, mutual funds, bonds, or other appropriate investments. | Finance |
Vanderbilt University
Vanderbilt University Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
Auburn University
Auburn University Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
Battle Ground Academy
Battle Ground Academy Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
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