Jeff Herman

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Profile

Mr. Jeffrey T.
Herman is Senior Portfolio Analyst at Beaumont Financial Partners LLC.
He serves as a member of the Asset Allocation and Investment Committees.
Prior to joining Beaumont, Mr. Herman performed operational audits of the trading desks at Fidelity Investments in Boston where he implemented controls to help ensure the trading desks were efficient with regards to trade allocation and price.
He transitioned into equity trading for a Boston based hedge fund where he worked for 4 years before attending graduate school.
Mr. Herman earned a Bachelor of Science in Finance from Bentley University in 2005, a Masters of Science in Finance from Bentley University in 2011.

Former positions of Jeff Herman

Companies	Position	End
FMR LLC FMR LLC Investment ManagersFinance Provides investment advice	Corporate Officer/Principal	-
Beaumont Financial Partners LLC Beaumont Financial Partners LLC Investment ManagersFinance Beaumont employs both technical and fundamental analytics when reviewing securities. The firm has a suite of portfolio allocations (models), with varying risk levels, to use depending on the client’s risk profile. Each allocation starts with the Beaumont Dominant Benefit Theory of Investing, along with Beaumont’s current allocation models, to create a portfolio mix comprised primarily of low-cost index mutual funds and exchange traded funds. These portfolio allocation choices can range from 100% Equity/0% Fixed Income to 0% Equity/100% Fixed Income. Beaumont’s investment committee determines which securities, strategies and weighting for the position is appropriate for client accounts.	Analyst-Equity	-

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Linked companies

Private companies	3
Bentley University Bentley University Other Consumer ServicesConsumer Services Functions as a College/University	Consumer Services
Beaumont Financial Partners LLC Beaumont Financial Partners LLC Investment ManagersFinance Beaumont employs both technical and fundamental analytics when reviewing securities. The firm has a suite of portfolio allocations (models), with varying risk levels, to use depending on the client’s risk profile. Each allocation starts with the Beaumont Dominant Benefit Theory of Investing, along with Beaumont’s current allocation models, to create a portfolio mix comprised primarily of low-cost index mutual funds and exchange traded funds. These portfolio allocation choices can range from 100% Equity/0% Fixed Income to 0% Equity/100% Fixed Income. Beaumont’s investment committee determines which securities, strategies and weighting for the position is appropriate for client accounts.	Finance
FMR LLC FMR LLC Investment ManagersFinance Provides investment advice	Finance

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