Industry veteran Bob Herrmann has joined the firm as Chief Executive Officer. Mr. Herrmann represents the latest example of EQIS’ continued investment in its executive team, furthering its commitment to helping financial advisors deliver the best possible outcomes for their clients.
Mr. Herrmann joins EQIS after ten years as CEO of Discovery Data, which he grew into the dominant provider of data and analytics on firms and professionals in the financial services and insurance industries. Mr. Herrmann also brings a proven track record of building industry leaders in the Turnkey Asset Management Platform (TAMP) segment, having previously served as the CEO of Loring Ward and on the boards of directors of other top performing TAMPs and financial technology companies.
The hire of Mr. Herrmann follows the recent addition to the Board of Directors of Doug Trott, founder of PriceMetrix and former Partner at McKinsey & Company, and the hiring of Matt Straut as Chief Distribution Officer, another veteran with 25 years of experience in asset management distribution. Joe Hunter remains President and adds the role of Chief Operating Officer. Joe joined the company in 2017 and is the architect of significant enhancements to the EQIS platform.
“As always, my focus will be on delivering a world-class client experience,” Mr. Herrmann stated, “and in the case of EQIS, the clients are the advisors we provide the EQIS platform and services. With our turnkey advisor platform we offer sophisticated investment strategies, comprehensive outsourcing of operations, and high-touch service to help advisors run efficient practices and deliver superior outcomes for their investor clients.”
Lee Chertavian, Executive Chairman, stated, “On behalf of the Board of Directors, I thank Joe Hunter for his many contributions to EQIS and welcome Bob to the executive team. We are very excited for this next phase for EQIS as the move of advisors to the independent channel continues to accelerate. Bob has shown outstanding leadership and a proven ability to deliver strong results across a variety of businesses, and his deep understanding of advisors and the financial services industry makes him the right choice as the next CEO.”
Advisory services are offered through EQIS Capital Management, Inc. (“EQIS”) a registered investment adviser. The information contained herein is for informational and comparison purposes only and should not be relied on or construed as financial advice. The representations and opinions herein are the opinions and views of EQIS. When applicable, sources used in forming EQIS’s opinion are cited, however, other sources may be available which contradict EQIS’s opinion, process, and methodology. All investment strategies carry varying degrees of risk(s), which may include a total loss of invested assets as such risk(s) should be carefully considered and evaluated before investing. Potential investors are advised to consult with their financial, tax and/or legal advisors prior to investing. Diversification does not ensure a profit or protect against loss. This is not an offer to sell securities or provide specific investment advice. EQIS does not provide tax or legal advice.
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