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Marc Hermer, CFA®

Marc Hermer, CFA®

Director,
Portfolio Trading and Implementation

Investment Group

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

Marc joined CAPTRUST in 2021 and currently serves as a director within the Investment Group. He leads the investment and trading teams in all trade processes, data management, client reporting, 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 in portfolio management and trading processes.

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 primary architect of Merrill’s portfolio management platforms and was responsible for developing new investment strategies and writing rebalancing algorithms.

Marc also worked for Parametric Portfolio Associates as a portfolio manager focused on after-tax portfolio optimization. He began his career as a portfolio trader for Lehman Brothers. Marc holds a Bachelor of Arts degree in economics from Dartmouth College.

Education

  • Bachelor of Arts degree in economics from Dartmouth College

Industry Designations

  • Chartered Financial Analyst (CFA®)
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