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 |
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LBMC Investment Advisors LLC
LBMC Investment Advisors LLC Investment ManagersFinance LBMC Investment Advisors LLC (LBMC) is a registered investment advisor headquartered in Brentwood, Tennessee. The firm was founded in 1998 and is principally owned by LBMC Financial Services LLC. LBMC provides portfolio management services to individuals, high net worth individuals, corporate entities, and foundations. | President | 1998-12-31 |
Former positions of Greg Herman
Companies | Position | End |
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Battle Ground Academy | Treasurer | - |
Training of Greg Herman
Vanderbilt University | Masters Business Admin |
Auburn University | Undergraduate Degree |
Experiences
Positions held
Connections
1st degree connections
1st degree companies
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Female
Members of the board
Executives
Linked companies
Private companies | 1 |
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LBMC Investment Advisors LLC
LBMC Investment Advisors LLC Investment ManagersFinance LBMC Investment Advisors LLC (LBMC) is a registered investment advisor headquartered in Brentwood, Tennessee. The firm was founded in 1998 and is principally owned by LBMC Financial Services LLC. LBMC provides portfolio management services to individuals, high net worth individuals, corporate entities, and foundations. | Finance |
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