![James Herr](data:image/svg+xml,<svg xmlns="http://www.w3.org/2000/svg" width="16" height="16" fill="%231b1b1b" class="bi bi-person-fill" viewBox="0 0 16 16"><path d="M3 14s-1 0-1-1 1-4 6-4 6 3 6 4-1 1-1 1zm5-6a3 3 0 1 0 0-6 3 3 0 0 0 0 6"/></svg>)
James Herr
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Consumer Services
Finance
Profile
James Herr worked as a Senior Portfolio Manager at CI RGT.
Private Wealth LLC from 2020 to 2022.
He completed his undergraduate degree at Virginia Polytechnic Institute & State University.
Former positions of James Herr
| Companies | Position | End |
|---|---|---|
CI RGT Private Wealth LLC
 CI RGT Private Wealth LLC Investment ManagersFinance CI RGT Private Wealth's investment philosophy is grounded in the importance of asset allocation. They create balanced, well-diversified portfolios that can enable clients to capitalize on opportunities in a variety of investment environments. | Analyst-Equity | - |
Training of James Herr
Experiences
Positions held
Active
Inactive
Listed companies
Private companies
Linked companies
| Private companies | 2 |
|---|---|
Virginia Polytechnic Institute & State University
 Virginia Polytechnic Institute & State University Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
CI RGT Private Wealth LLC
CI RGT Private Wealth LLC Investment ManagersFinance CI RGT Private Wealth's investment philosophy is grounded in the importance of asset allocation. They create balanced, well-diversified portfolios that can enable clients to capitalize on opportunities in a variety of investment environments. | Finance |
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