Jerry Herman MBA, CFA®
Consultant/ Portfolio Manager
Jerry Herman, CFA is co-chairman of the Lineweaver Wealth Advisors investment committee. He is a Chartered Financial Analyst (CFA) and President of Wisdom Capital, a consulting firm serving financial advisors, investment firms, and small businesses. He is also Co-Founder of Wisdom Investment Strategies, LLC, a Registered Investment Advisor (RIA), which operates a proprietary equity process. Jerry has spent more than 30 years in the investment business, most recently as a Managing Director at Stifel Nicolaus, Inc., one of the largest research firms on Wall Street.
For many years, he has been an equity analyst in the education sector, specifically higher education, as well as an expert in training, and online learning.
Over the years, Jerry has worked with a variety of industries including education, business services, staffing, professional services, transportation, natural resources, chemicals/specialty chemicals, building materials, consumer durables, and manufacturing and process industries. He earned a Master of Business Administration (MBA) degree with a specialization in finance from Cleveland State University and a degree in business administration from Bowling Green State University.
He, his wife, and 3 sons reside in Cleveland. He considers Key West, Florida and Hilton Head, South Carolina among his favorite places to vacation.
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