Frederick B. Herman III

Frederick (Rick) B. Herman III, CFA, currently serves as Director of Portfolio Solutions and Senior Portfolio Consultant at SEI, beginning April 2024. Previously, Rick was a Financial Advisor at Raymond James from October 2023 to March 2024, advising clients on investment strategies and asset allocation. Prior to that, Rick held significant roles at Truist Wealth as Director and Senior Investment Advisor, managing outsourced Chief Investment Officer services for foundations and endowments, and ensuring client retention through strategic collaborations. Rick's experience also includes leadership positions at BB&T Institutional Investment Advisers, Stillwater Capital Advisors, and Naples Global Advisors, as well as a partnership at Philadelphia International Advisors, where Rick managed institutional accounts and expanded assets significantly. Rick's career in finance is supported by a BA in Economics from the University of Colorado Boulder and an MBA in Finance from the University of Denver.