Stephen R. Herman, CLU ChFC
Executive Vice President and Consultant
Steve has over 50 years of experience in the Financial Services industry with broad expertise working with high net worth individuals and business benefits market. Steve, a Chartered Financial Consultant, has a long and distinguished career, for over 20 years he provided insurance and 401K advisory services for a major metropolitan hospital.
Stephen Herman graduated Baruch College and started his Financial Service Career. He has a broad and extensive expertise, with high net worth clients and the business benefits market.
Mr. Herman is a member of the Penn Mutual Life Insurance Company, Hall of Fame. His areas of business concentration over his career have been in estates, business and retirement planning.
Steve is a recipient of the National Eagle Scout Associations, Outstanding Eagle Scout Award.
Executive on Campus Baruch Mentoring Program in 2014.