Marc Jeffrey Hertzberg
Directeur Général chez WBH Advisory, Inc.
Profil
Mr. Marc J.
Hertzberg is a President at WBH Advisory, Inc. He regularly offers to advise clients on a variety of financial planning and investment management issues, including asset allocation, tax planning, estate and legacy planning, retirement planning, and any other financial issues as they arise.
His goal is to help clients achieve their financial objectives so that they can enjoy time with their family and friends, free of financial worries.
Among other areas, he has experience helping clients with financial lifecycle issues such as entering retirement, receiving an inheritance, selling a business, or having a change in marital status due to death or divorce.
Prior to joining WBH Advisory in 1999, he worked for the Securities and Exchange Commission in the Division of Market Regulation.
Preceding that, he worked for Coopers & Lybrand where he assisted clients with various tax related matters.
He earned a Bachelor’s degree in Accounting at Lehigh University and also graduated from the University of Maryland School of Law.
He became licensed as a certified public accountant in 1989.
He has earned the right to use the Chartered Financial Analyst designation.
Postes actifs de Marc Jeffrey Hertzberg
| Sociétés | Poste | Début |
|---|---|---|
WBH Advisory, Inc.
 WBH Advisory, Inc. Investment ManagersFinance WBH Advisory, Inc. is an independent registered investment advisory firm headquartered in Baltimore, Maryland. The firm was founded in 1986 as Wagner Bowman Management Corp. and changed its name in 2017 when ownership was transferred from founder Daniel E. Wagner to long-time investment professional and chief compliance officer Marc J. Hertzberg. WBH Advisory provides investment advice to individuals, trusts, retirement plans, non-profit and charitable organizations, corporations, partnerships, and LLCs. | Directeur Général | 01/01/1999 |
Anciens postes connus de Marc Jeffrey Hertzberg
| Sociétés | Poste | Fin |
|---|---|---|
Wagner Capital Management Corp.
 Wagner Capital Management Corp. Investment ManagersFinance Wagner Capital Management Corp. is a registered investment advisor that specializes in investment, tax, retirement and estate planning. The firm is located in Baltimore. | Gestionnaire de Portefeuille-Actions | 31/12/2008 |
Formation de Marc Jeffrey Hertzberg
| Lehigh University | Undergraduate Degree |
| University of Maryland | Graduate Degree |
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Entreprise privées
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Entreprises liées au 1er degré
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Sociétés liées
| Entreprise privées | 2 |
|---|---|
Wagner Capital Management Corp.
Wagner Capital Management Corp. Investment ManagersFinance Wagner Capital Management Corp. is a registered investment advisor that specializes in investment, tax, retirement and estate planning. The firm is located in Baltimore. | Finance |
WBH Advisory, Inc.
WBH Advisory, Inc. Investment ManagersFinance WBH Advisory, Inc. is an independent registered investment advisory firm headquartered in Baltimore, Maryland. The firm was founded in 1986 as Wagner Bowman Management Corp. and changed its name in 2017 when ownership was transferred from founder Daniel E. Wagner to long-time investment professional and chief compliance officer Marc J. Hertzberg. WBH Advisory provides investment advice to individuals, trusts, retirement plans, non-profit and charitable organizations, corporations, partnerships, and LLCs. | Finance |
