Bob Herrmann

Chief Executive Officer at EQIS, a Freedom Advisors Company

Bob Herrmann currently serves as Chief Executive Officer of Freedom Advisors and holds multiple independent director roles at GeoWealth, The Arbitrage Funds, and Delta Data. Herrmann has an extensive background in leadership and governance, having been a board member at Monmouth Medical Center and previously held independent director positions at TD Funds USA and FundChoice Holdings LLC. Notable past roles include President & CEO of Discovery Data and CEO of both SA Funds - Investment Trust and Loring Ward. Herrmann's experience spans various sectors, particularly in investment and financial services.

Location

New York, United States

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EQIS, a Freedom Advisors Company

EQIS provides a comprehensive asset management platform that delivers sophisticated investment solutions for financial advisers to streamline and simplify the investment business for savvy financial advisors. It also provides wealth management, financial advisory, and turnkey asset management services through a fee-based asset management platform(TAMP) serving financial advisors by providing investors access investment strategies historically available only to high net worth individuals and institutions.


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Employees

51-200

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