Richard E. Herrmann, CFA®

Investment Principal

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 Backside Learning Center at Churchill Downs, and served one year as Chairman of the Board and seven years as a Trustee at St. Francis School in Goshen

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