Richard E. Herrmann, CFA
Investments

Richard began his investment career in 1995 with Hilliard Lyons as a financial consultant before moving to the Investment Management Group as a portfolio manager and equity analyst. Additionally, he was Director of Portfolio Strategies and a portfolio manager for INVESCO-NAM, where, as part of a team, he managed institutional accounts and three AIM mutual funds.

Richard received his BA and MBA degrees from the University of Louisville. He is a member of the CFA Institute and holds the CFA charter.

He has served on several local boards including the Klein Family Learning Center at Churchill Downs, and is currently a trustee at St. Francis School in Goshen.

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