Profile

Ms. Susan M.
Herrick
is an Assistant Portfolio Manager at Kovitz Investment Group LLC.
Ms. Herrick has several years experience in the financial industry, and prior to coming to Kovitz Investment Group in 2008, she worked at Harris Associates, American Family Insurance, and William Blair & Co. LLC.
She works with clients and portfolio managers on cash management and account maintenance.
Ms. Herrick received her Bachelor of Business Administration in Finance from the University of Michigan in 1996 and is licensed with FINRA under Series 7, 63, and 66.

Former positions of Susan M. Herrick

CompaniesPositionEnd
Corporate Officer/Principal -
Corporate Officer/Principal -
Corporate Officer/Principal -
Corporate Officer/Principal -
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Training of Susan M. Herrick

University of Michigan Undergraduate Degree

Experiences
Positions held

Active

Inactive

Listed companies

Private companies

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Connections

100 +

1st degree connections

5

1st degree companies

Male

Female

Members of the board

Executives

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Linked companies

Private companies4

Finance

Finance

Finance

Finance

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