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Robert H
Series 63, Series 66
Cincinnati, OH
Bull Harbor Capital LLC.
Robert Herman is a financial advisor with Bull Harbor Capital LLC, holding Series 63 and Series 66 credentials and 19 years of industry experience. He previously worked at Gries Financial LLC for 17 years and has been affiliated with The 4100 Group and Arax Advisory Partners. Herman is also the Chief Investment Officer for Logix, a subsidiary of GFP, and serves as Chairman of Bull Harbor Capital, an affiliate of GFP. Bull Harbor Capital LLC serves individuals, high-net-worth clients, trusts, estates, businesses, charitable organizations, and retirement plans. The firm manages approximately $354.8 million through a team of 28 advisors, offering discretionary portfolio management, financial planning, and retirement-plan advisory services, with a focus on customized, primarily long-term portfolios utilizing various investment vehicles and strategic third-party relationships.
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