Greg Herman

President at

LBMC Investment Advisors LLC

Consumer Services

Finance

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	01/01/1999

All active positions of Greg Herman

Former positions of Greg Herman

Companies	Position	End
Battle Ground Academy Battle Ground Academy Other Consumer ServicesConsumer Services Functions as a College/University	Treasurer	-

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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