James Hering, CFA

James has over 30 years of executive leadership, investment advisory, and operating experience serving ultra-high-net-worth wealth advisory and institutional asset management organizations. His unique leadership style develops investment talent, builds loyalty and empowers individuals resulting in high performing teams that are uncommon in the wealth management industry.

With a strong investment foundation across both traditional and alternative asset classes, James helps clients achieve their long-term financial goals through thoughtful investment advice that is integrated with all other aspects of their wealth planning. He also works in close collaboration with his clients’ broader team of professional advisers to create highly personalized investment solutions to preserve and grow their wealth.

As an executive leader, James has a proven track record leading firms through significant industry and organizational change. He adds value by aligning strategy, people and technology to drive profitable growth, creating innovative investment solutions, enhancing client service, improving business processes, and strengthening compliance/risk management.

Specialties: Executive Leadership, UHNW and Institutional Asset Management, Single Family Office, Multi-family Office, P&L Management, Strategic Planning, Team and Relationship Building, Business Metrics, Financial Analysis, Fund-of-Fund Administration, Offshore Fund Startup, Alternative Assets, Portfolio Analysis and Management, Trade Order Management, Client Reporting, Change Management, Project Management, Investment Operations Optimization, Systems Architecture, Management Succession, Risk Management, Regulatory (SEC/CFTC) Compliance.