Jeremy Hersch

Jeremy Hersch, CFA has over 17 years of work experience in the financial industry. Jeremy is currently the Senior Vice President of Strategic Product Development at Orion since January 2022. Prior to this role, Jeremy was the Vice President of Strategic Product Development at the company from September 2021 to January 2022.

From 2017 to 2020, Jeremy worked at Empower Retirement as the Vice President of Empower Retirement Advisory Services. Before that, they held various roles at Transamerica Retirement Solutions, including Vice President and Head of Advice, Portfolio & Planning Services from 2012 to 2017, and Assistant Vice President of Investment Services from 2009 to 2012.

Jeremy started their career at Trinsum Group as an Associate from 2006 to 2009, and prior to that, they worked at Integrated Finance Ltd. as an Analyst from 2004 to 2006. Overall, Jeremy has a strong background in strategic product development and advisory services in the financial industry.

Jeremy Hersch, CFA holds a Bachelor of Arts degree in Economics from Princeton University. In addition, they have obtained certifications including Registered Representative, Investment Advisor/Representative, and Chartered Financial Analyst (CFA). The respective certification institutions are FINRA and the Chartered Financial Analyst (CFA) Institute. Jeremy obtained the CFA certification in 2011, while the exact dates for the other certifications are not specified.