Philipp Hermann
Broker, Private Wealth Advisor, Institutional Consulting
About
Philipp Hermann starts his career in financial services in 2011.
As an independent broker, his focus is covering institutional clients and large families. As a Family Wealth Advisor, Philipp helps families communicate about money and values in order to help them meet their goals and... preserve wealth across generations. Additionally, Philipp worked at Morgan Stanley Bank.
Originally from München, Philipp graduated from St. John's College in Santa Fe, New Mexico with a B.A. in Mathematics and Philosophy. Upon graduating, he joined predecessor firm Salomon Smith Barney.
While at Morgan Stanley, he received his MBA from New York University’s Stern School of Business with a specialization in Finance.
Philipp enjoys swimming in his free time. He lives in Gateshead, New Castle, with his wife.
Clientele
| 480 Client Households |
$100k Account Minimum |
| $1.7m Typical Account Size |
High Net Worth |
| $4m Typical Net Worth |
Popular Services Offered
Financial planningAdvice on investment plans for managing cash flows, reducing liabilities, saving for retirement, etc. |
Trading individual securitiesAdvice on trading and purchasing individual securities, such as stocks, mutual funds, Exchange-Traded Funds (ETFs), bonds and other fixed-income instruments. |
Past Rankings
Top 1,200 Financial Advisors: 2014 - 2024
Top 100 Financial Advisors: 2017 - 2024
Top Private Wealth Management Teams: 2021 - 2024