Bill Herr Email & Phone Number

Trader Wealth Management offers a comprehensive suite of financial services for high income, high net worth individuals. Originally conceived to meet the unique financial needs of traders, TWM has grown into a sophisticated firm for a variety of executives and small business owners.Our services include:Investment Management Tax Planning and Services Financial Planning Services are integrated with our eWealth Management Solution; your personal financial… Show more Trader Wealth Management offers a comprehensive suite of financial services for high income, high net worth individuals. Originally conceived to meet the unique financial needs of traders, TWM has grown into a sophisticated firm for a variety of executives and small business owners.Our services include:Investment Management Tax Planning and Services Financial Planning Services are integrated with our eWealth Management Solution; your personal financial website designed to simplify and organize your wealth position.Trader Wealth Management, founded by a CBOT member, is specifically designed to give traders the edge with innovative financial advice using cutting edge technology and investment strategies. We understand the financial needs of traders and are concerned with growing and preserving your personal wealth position.We know your business because it is our business; we know your concerns because they are our concerns. Show less

About IA Capital ManagementInfinite Alpha Capital Management offers hedged equity portfolios that seek to capture a significant portion of the upside in bull markets while preserving gains in bear markets. We construct, execute and manage US equity portfolios for institutions, hedge funds, pensions, endowments and high-net worth individuals with an emphasis on risk management and long-term compound returns.

Bba, Accountancy

Taxation

Post Bachelor: Pursued Master Level Taxation Classes at DePaul and MBA Classes at University of Chicago

Education record