Prosperity Capital Advisors
Jerry Herman, CFA, serves as the Co-Chair of the Investment Committee at Prosperity Capital Advisors since September 2016, focusing on holistic financial and investment planning for families. With prior experience as Managing Director at Stifel Nicolaus from 2001 to 2015 and Legg Mason from 2001 to 2005, Jerry has a robust background in investment management. Additional roles include Managing Director at Everen Securities and Senior Vice President at Roulston & Co. Furthermore, Jerry began a career in procurement with Gulf Oil Corporation. Jerry holds a Bachelor of Science in Business Administration from Bowling Green State University and an MBA in Finance from Cleveland State University.
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Prosperity Capital Advisors
At Prosperity Capital Advisors (PCA), we provide more than just investments. We provide solutions to simplify and solve the complex challenges and opportunities you face as an investor every day. As an organization, we’re committed to looking at the big financial picture and providing congruent and holistic services to you. Financial products and portfolios should be used solely as instruments to help you obtain your overall financial goals and objectives. With the countless financial vehicles that are available today, a cohesive wealth management plan can work to identify gaps and inefficiencies to provide accurate product and portfolio recommendations. As such, financial planning is the foundational service that PCA provides. We offer you the one-on-one support you need from a fiduciary advisor – and a team of highly specialized professionals focused on your unique situation will help support the development of your plan behind the scenes, including CERTIFIED FINANCIAL PLANNERTM professionals, tax professionals, insurance agents and more.