Freedom Advisors
Bob Herrmann currently serves as the Chief Executive Officer of Freedom Advisors since 2020 and holds multiple independent director positions at GeoWealth, The Arbitrage Funds, and Delta Data. Herrmann has extensive leadership experience, including previous roles as President and CEO of Discovery Data from 2009 to 2019 and CEO of SA Funds - Investment Trust from 2006 to 2009. Additionally, Herrmann was CEO of Loring Ward from 2005 to 2009 and has been a member of the Board of Trustees at Monmouth Medical Center from May 2011 to June 2024, showcasing a solid background in financial services and governance across various organizations.
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Freedom Advisors
Freedom Advisors offers a complete portfolio management solution, comprehensive outsourcing of operations, and high-touch service to help advisors run efficient practices and deliver superior outcomes to their clients. š¹ Do business the way you've always wanted š¹ Have everything white-labeled with your brand š¹ Select from 600 models from 100 money managers including our proprietary EQIS and 3D models š¹ Eliminate the need for operations staffing with our operational support team To learn more about Freedom Advisors, visit https://freedomadvisors.com or call us at 800-949-9936. View Our Social Media Use and Guidelines: https://pages.freedomadvisors.com/social-media-use-and-guidelines