Bert Herzog
Vorstandsvorsitzender bei Fortunatus Investments LLC
Profil
Mr. Albert P.
Herzog is a Founder & Director at Executive Wealth Management LLC and a Chief Executive Officer & Founder at Fortunatus Investments LLC.
He is also the founder of Executive Financial Planning and EWM's 401K GPS.
Since 1981, Mr. Herzog has been pioneering and developing multidisciplinary wealth management approaches and platforms, including the Protactical Investment Process both as an entrepreneur and innovative leader.
He received his undergraduate degree from Michigan State University and an MBA from the University of Michigan.
Aktive Positionen von Bert Herzog
| Unternehmen | Position | Beginn |
|---|---|---|
Fortunatus Investments LLC
 Fortunatus Investments LLC Investment ManagersFinance Fortunatus Investments LLC (Fortunatus) is a registered investment advisor headquartered in Brighton, Michigan. The firm was founded by Albert Herzog, Michael Chechel and Adam Kulesza. They are owned by EWM Capital LLC. Fortunatus offers model asset allocation portfolios to third party investment advisors. | Vorstandsvorsitzender | - |
Executive Wealth Management LLC
 Executive Wealth Management LLC Investment ManagersFinance Executive Wealth Management LLC (EWM) is a SEC-registered investment advisor headquartered in Brighton, Michigan. The firm was founded by Bert Herzog III in 1981 as Executive Financial Planning and their name was changed to Executive Wealth Management in 2006. They are a subsidiary of EWM Capital LLC. EWM provides advisory services to individuals, high-net worth individuals, pension and profit- sharing plans, retirement plan participants and sponsors, trusts, estates, charitable organizations, corporations and other businesses. | Gründer | 01.01.1981 |
Ausbildung von Bert Herzog
| Michigan State University | Undergraduate Degree |
| University of Michigan | Masters Business Admin |
Erfahrungen
Besetzte Positionen
Aktive
Inaktive
Börsennotierte Unternehmen
Private Unternehmen
Beziehungen
Beziehungen ersten Grades
Unternehmen ersten Grades
Herr
Frau
Aufsichtsräte
Führungskräfte
Unternehmensverbindungen
| Private Unternehmen | 2 |
|---|---|
Executive Wealth Management LLC
Executive Wealth Management LLC Investment ManagersFinance Executive Wealth Management LLC (EWM) is a SEC-registered investment advisor headquartered in Brighton, Michigan. The firm was founded by Bert Herzog III in 1981 as Executive Financial Planning and their name was changed to Executive Wealth Management in 2006. They are a subsidiary of EWM Capital LLC. EWM provides advisory services to individuals, high-net worth individuals, pension and profit- sharing plans, retirement plan participants and sponsors, trusts, estates, charitable organizations, corporations and other businesses. | Finance |
Fortunatus Investments LLC
Fortunatus Investments LLC Investment ManagersFinance Fortunatus Investments LLC (Fortunatus) is a registered investment advisor headquartered in Brighton, Michigan. The firm was founded by Albert Herzog, Michael Chechel and Adam Kulesza. They are owned by EWM Capital LLC. Fortunatus offers model asset allocation portfolios to third party investment advisors. | Finance |