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Herbert M

Founding Partner at Olive Tree Ridge

Herbert M is the Founding Partner at Olive Tree Ridge, a multi-strategy asset management firm and investment bank.12 He has a diverse background in finance and entrepreneurship:

  1. Education:

    • Bachelor of Arts in Economics from The George Washington University (2001-2005)
    • Master of Science in Engineering from Stanford University (2009-2010)1
  2. Professional Experience:

    • Founding Partner at Olive Tree Ridge (2019-present)
    • Senior Vice President, Head of Digital Advice at Axos Bank (2019)
    • Co-Founder and CEO of WiseBanyan (2013-2019), which was sold to Axos Bank
    • Vice President at SFC (2010-2012)
    • Vice President, Head of Trading at Ansbacher Investment Management (2007-2008)
    • Associate at Azimuth Trust (2005-2006)1
  3. Certifications: Herbert holds several financial industry certifications, including Series 7, 65, 63, 4, and 24 from FINRA and NASAA.1

  4. Skills: He is proficient in Spanish.1

Herbert M has a strong background in financial technology, having co-founded WiseBanyan, which was later acquired by Axos Bank.13 His current role at Olive Tree Ridge involves investing on behalf of institutions, family offices, and individuals, with a focus on building, buying, and operating sustainably profitable companies.2

Highlights

WWII Veteran Herbert Moore, Retired, Controller's Office, reflects on ...

Related Questions

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Herbert M
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Location

New York, New York