Profile
Mr. Herbert L.
Ormond, III, is a President & Chief Investment Officer at H.
L.
Ormond & Co. LLC.
His focus is on investment strategies for a wide spectrum of clients with a primary emphasis on helping clients financially prepare for and then enjoy their retirement years.
H
Mr. Ormond has been a financial advisor for over 35 years, beginning his career in 1986.
He spent most of his career (19 years) at A G Edwards & Sons as Branch Manager and Senior Vice President-Investments.
He graduated from the University of North Carolina-Chapel Hill in 1984 with his degree in Business Administration.
Herb Ormond active positions
| Companies | Position | Start |
|---|---|---|
H. L. Ormond & Co. LLC
H. L. Ormond & Co. LLC Investment ManagersFinance HLO primarily employs fundamental and technical analysis methods in developing investment strategies for its clients. The firm construct the client’s investment portfolio utilizing diversified mutual funds, exchange-traded funds (ETFs), individual stocks and/or individual bonds to achieve the client's investment goals. | Chief Executive Officer | 01/07/2010 |
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| Private companies | 2 |
|---|---|
The University of North Carolina at Chapel Hill
The University of North Carolina at Chapel Hill Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
H. L. Ormond & Co. LLC
H. L. Ormond & Co. LLC Investment ManagersFinance HLO primarily employs fundamental and technical analysis methods in developing investment strategies for its clients. The firm construct the client’s investment portfolio utilizing diversified mutual funds, exchange-traded funds (ETFs), individual stocks and/or individual bonds to achieve the client's investment goals. | Finance |
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