Hannah Perez

Chief Operating Officer and Chief Compliance Officer at The Herbst Group, LLC

Role: Chief Operating Officer and Chief Compliance Officer at The Herbst Group
Location: Westport, CT, US
LinkedIn followers: 500 followers

General Business & ManagementView LinkedIn profile

About Hannah Perez

As Chief Operating Officer and Chief Compliance Officer, Hannah keeps The Herbst Group focused, motivated, and organized so the entire team is poised to serve clients in an exceptional way. Hardworking and diligent, she provides best-in-class client-focused service in all she does. Hannah brings years of experience and education to her role with The Herbst Group including a BA in Business Administration with a marketing concentration from Merrimack College; an internship with Morgan Stanley; recruiting for Northwestern Mutual; and managing client relationships for Barnum Financial Group. In her free time, Hannah enjoys spending time with family and friends, and her English Bulldog, Moses.

Experience

Chief Operating Officer and Chief Compliance Officer
The Herbst Group
Jul 2023 — Present · Westport, CT, US

Education

Merrimack College
Bachelor's degree
2015 — 2018

Contact information

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Work email
•••••@herbstgroup.com
Personal email
•••••@•••••.com
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Current company

The Herbst Group

Financial Services · 7 employees · Founded 2020

The Herbst Group, LLC focuses on providing holistic financial planning and investment management services to clients. The Principals brought together their complimentary skill sets to form an independent RIA in Westport, CT. With over 50 years of collective experience our advisors currently serve an exclusive group of successful individuals, including professional athletes, entertainers, industry leaders, multigenerational families, foundations, and endowments. With a focus on delivering distinctive investment management solutions, we develop customized financial plans designed to help our clients achieve their goals while preserving and transitioning wealth for future generations. The Herbst Group, LLC is a registered investment advisor. The Herbst Group provides investment advisory and related services for clients nationally. The Herbst Group will maintain all applicable registration and licenses as required by the various states in which The Herbst Group conducts business. For additional information, please visit our website at Investment advisory services offered through The Herbst Group, LLC, a Registered Investment Advisor with the U.S. Securities and Exchange Commission. This material is intended for informational purposes only. It should not be construed as legal or tax advice and is not intended to replace the advice of a qualified attorney or tax advisor. This information is not an offer or a solicitation to buy or sell securities. The information contained may have been compiled from third party sources and is believed to be reliable.

herbstgroup.com

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