Marc Hermer, CFA

Senior Director,
Portfolio Trading and Implementation

Education & Other Highlights

Marc Hermer is senior director of portfolio trading and implementation and works in the Raleigh, North Carolina, office.

Marc joined CAPTRUST in 2021 and currently serves as a senior director within the Investment Group. He leads the investment and trading teams in all trade processes, data management, and portfolio management functions. Marc ​​leverages his in-depth knowledge of trading systems and execution strategies to best serve our clients—supporting both internal and external partners.

Prior to joining the firm, Marc led the overlay investment strategy team at Merrill Lynch, overseeing $500 billion AUM and implementing over 600 model portfolios. He was the lead architect of Merrill’s managed account platform and was responsible for developing new investment strategies and writing rebalancing algorithms.

Marc also worked for Parametric Portfolio Associates as a portfolio manager where he focused on after-tax portfolio management. He began his career as a portfolio trader for Lehman Brothers. Marc holds a Bachelor of Arts degree in economics from Dartmouth College and is a CFA charter holder.


  • Bachelor of Arts degree in economics from Dartmouth College

Industry Designations

  • Chartered Financial Analyst

Press Release

Robert Miller Joins CAPTRUST as Chief Financial Officer

Firm Also Adds Marc Hermer as Director of Portfolio Trading and Implementation

Read More


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