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Lee Herzog
Vice President, Investments at Single Family Office
Lee Herzog, CFA, is an investment professional with over 15 years of experience in direct investment, asset allocation, and portfolio management.2 He is currently an Investor at Single Family Office for Brooklyn NY Holdings, LLC.12 According to Bloomberg, Herzog recently joined Raiz Investimentos as an investment director to establish and manage its New York-based division.3
Experience::
- Raiz Investimentos: Herzog recently started at Raiz Investimentos as an investment director to set up and lead its New York-based unit.3
- Brooklyn NY Holdings, LLC: Herzog has worked at Brooklyn NY Holdings, LLC since 2013.12 His responsibilities include direct private equity co-investments, private equity funds, fixed income, private credit, public equities, hedge funds, and real estate.2 He identifies and evaluates thematic, idiosyncratic, and opportunistic investments across individual publicly traded equities, derivatives, and non-correlated risk-mitigating strategies. Additionally, he manages a team of two investment associates.2
- Bloomberg LP: From 2012 to 2013, Herzog was an Investment Strategist at Bloomberg Wealth, a startup operating under the name BloombergBlack. He was a member of the Investment Strategy team and helped raise more than $1.6 billion in assets in the first five months after launch.2
- J.P. Morgan: Herzog worked at J.P. Morgan from 2008 to 2012, holding positions in Private Bank - Fixed Income and Private Bank - Alternative Investments. He communicated investment strategies, managed portfolios, and supported the launch of various investment funds.2
- J.P. Morgan (Intern): Herzog completed three consecutive internships within J.P. Morgan's Investment Bank Finance and Operations from January 2007 to June 2008.2
- Wilmington Trust (Intern): Herzog held an internship at Wilmington Trust from June 2006 to August 2006.2
Education::
- University of Delaware - Lerner College of Business and Economics: Herzog earned a B.S. Honors degree in Economics and Finance.2 He co-founded and served as President of Delaware Capital Investments, LLC, a student-managed investment club.2
- University of Richmond - Robins School of Business2
- Wilmington Friends School2
Skills and Expertise:: Herzog's skills include portfolio management, private equity, fixed income, asset allocation, and financial modeling.1
Licenses and certifications::
Highlights
Oct 18 · sec.gov
Comments on File No. S7-08-20 - SEC.gov
Jan 1 · massinvestordatabase.com
Brooklyn NY Holdings - Massinvestor Venture Capital and Private ...
Apr 11 · thetrustedinsight.com
Top 9 New York City Single-Family Offices | Investment News
Sep 5 · p-c-c.org
Lee Herzog | The Psychoanalytic Center of California
Jan 1 · aeroleads.com
Lee Herzog Email address & phone number | Investor At Single ...

