![Erik Herzfeld](data:image/svg+xml,<svg xmlns="http://www.w3.org/2000/svg" width="16" height="16" fill="%231b1b1b" class="bi bi-person-fill" viewBox="0 0 16 16"><path d="M3 14s-1 0-1-1 1-4 6-4 6 3 6 4-1 1-1 1zm5-6a3 3 0 1 0 0-6 3 3 0 0 0 0 6"/></svg>)
Erik Herzfeld
President at
HERZFELD CREDIT INCOME FUND, INC.
Net worth: 1 M $ as of 31/08/2026
Profile
Mr. Erik M.
Herzfeld is a President & Portfolio Manager at The Herzfeld Caribbean Basin Fund, Inc. and Thomas J.
Herzfeld Advisors, Inc.
Prior to joining the firm, Mr. Herzfeld had a decade of experience in Wall Street within the equity and foreign exchange/currency derivatives markets in New York and Asia.
He served in quantitative research, trading and management roles with both Lehman Brothers and J.P.
Morgan.
He received his undergraduate degree from The Johns Hopkins University, an undergraduate degree from MIT Sloan School of Management, MBA from Massachusetts Institute of Technology and holds FINRA Series 66.
Known holdings in public companies
| Company | Date | Number of shares | Valuation | Valuation date |
|---|---|---|---|---|
| 16/04/2026 | 71,412 ( 3.57% ) | 1 M $ | 31/08/2026 |
Erik Herzfeld active positions
| Companies | Position | Start |
|---|---|---|
| HERZFELD CREDIT INCOME FUND, INC. | President | 01/01/2008 |
Thomas J. Herzfeld Advisors, Inc.
 Thomas J. Herzfeld Advisors, Inc. Investment ManagersFinance TJH focuses seeks to capitalize on unique, lowly correlated investment opportunities in a niche space that are generally overlooked by other investors, with a primary focus on capital preservation and quality of return for investors. | President | 01/01/2017 |
Former positions of Erik Herzfeld
| Companies | Position | End |
|---|---|---|
J.P. Morgan & Co., Inc. (Old)
 J.P. Morgan & Co., Inc. (Old) Regional BanksFinance Provides commercial banking and investment advisory services | Corporate Officer/Principal | - |
Lehman Brothers, Inc.
 Lehman Brothers, Inc. Investment Banks/BrokersFinance Provides investment banking services | Corporate Officer/Principal | - |
Training of Erik Herzfeld
Experiences
Positions held
Active
Inactive
Listed companies
Private companies
Connections
93
1st degree connections
7
1st degree companies
Male
Female
Members of the board
Executives
Linked companies
| Private companies | 7 |
|---|---|
Lehman Brothers, Inc.
Lehman Brothers, Inc. Investment Banks/BrokersFinance Provides investment banking services | Finance |
Herzfeld Caribbean Basin Fund
 Herzfeld Caribbean Basin Fund Investment Trusts/Mutual FundsMiscellaneous Acts as Closed-End Investment Fund/Investment Trust | Miscellaneous |
Thomas J. Herzfeld Advisors, Inc.
Thomas J. Herzfeld Advisors, Inc. Investment ManagersFinance TJH focuses seeks to capitalize on unique, lowly correlated investment opportunities in a niche space that are generally overlooked by other investors, with a primary focus on capital preservation and quality of return for investors. | Finance |
J.P. Morgan & Co., Inc. (Old)
J.P. Morgan & Co., Inc. (Old) Regional BanksFinance Provides commercial banking and investment advisory services | Finance |
Massachusetts Institute of Technology
 Massachusetts Institute of Technology Finance/Rental/LeasingFinance Functions as a College/University | Finance |
The Johns Hopkins University
 The Johns Hopkins University Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
MIT Sloan School of Management
 MIT Sloan School of Management Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
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