Stefan Hermann is a Managing Director with Beacon Trust, serving clients and prospective clients throughout the nation. He is a 25-year veteran of the investment industry and began his career in the late 1980s as an investment advisor at Lehman Brothers, Gruntal, and most recently served as Vice President of the East Region at Fisher Investments. His experience includes working with high net worth individuals and middle market institutions. He graduated from Boston University with a degree in finance and also studied art history at Syracuse University in Florence.
In his role as Managing Director, Stefan works closely with clients to review the current financial situation, discuss investment goals and objectives, and determine how the Beacon Trust suite of services can be beneficial. He also helps clients understand how professional money management compares to other options available, empowering individuals with the information necessary to find the best “fit” for a variety of investment needs.