Co-Chair Investment Committee

• Sep 2016 - Present

Co-Chair of Investment Committee at Prosperity Capital Advisors, a financial planning-first Registered Investment Adviser (RIA) founded in 2011 and dedicated to bringing holistic financial and investment planning to families nationwide, strategically aligning investments, insurance, tax and legal goals and professionals for a well-coordinated plan. With an emphasis on applying Nobel Prize-winning research, PCA has created investment portfolios that aim to capitalize on global markets in order to maximize growth for the long-term within an investor’s given risk profile. Each portfolio is built with a selection of Dimensional Fund Advisors (DFA) mutual funds to achieve a low-cost, pure asset class exposure for broad market diversification for various levels of risk. Show less

Managing Director

• Jan 2001 - May 2015

Jerry Herman joined the Stifel Nicolaus Research Team in connection with Stifel's acquisition of Legg Mason's Capital Markets Group in December of 2005. He joined Legg Mason in January 2001. Mr. Herman and his partner Bob Craig cover education/e-learning companies. He has been an equity analyst since 1984, covering a variety of industries, previously at First Union/Wachovia Securities and its predecessor companies, and prior to that at an institutional equity research boutique. Earlier in his career, he was with Gulf Oil Corporation. Mr. Herman and Bob Craig have provided industry joint research coverage of the education sector since 1995. They have served as featured speakers at many independent conferences, produced comprehensive industry publications, and been regularly featured in The Wall Street Transcript and quoted widely in national publications. Since the inception of the StarMine ranking system in 2001, they have been rated in the top three for earnings accuracy in the consumer services industry. Forbes.com in conjunction with StarMine ranked them #1 for earnings estimate accuracy in the commercial services and supplies category in 2004 and 2005 and #6 out of all analysts surveyed in 2005. They were named by the Wall Street Journal Best on the Street Analysts Survey, ranking #2 in the specialty retailing category for stock picking in 2005 and 2008.Mr. Herman has a B.A. in management from Bowling Green University, from which he graduated magna cum laude, and an M.B.A. from Cleveland State University. Mr. Herman also has served as a member of the Career Colleges Association Financial Advisory Council. He is a CFA charterholder. Show less

Managing Director

• 2001 - 2005

Managing Director

• 1991 - 1994

SVP

• 1981 - 1989

Procurement Specialist

• Dec 1982 - Oct 1984