I have over 25 years of experience in the financial services industry including management level positions with a Big 4 accounting firm, a national broker/dealer, and an institutional money manager in Boston. I am a CFP, a CPA, and have an MBA from Northeastern University.I have been delivering comprehensive and independent financial guidance for over 22 years to wealthy individuals, families, and smaller endowments and foundations. My clients have gained wealth through entrepreneurship, successful professional careers, or life transitions (business sale, divorce, inheritance). As Chief Investment Officer, I oversee the firm's investment strategies, due diligence, and portfolio management and provide thought leadership for the firm to new and exiting client relationships. I lead a team of senior advisors in the development of asset allocation models incorporating tax-sensitive and ESG investments as well as alternative strategies. Direct rapid, sustainable growth of high-value wealth management service offerings.PRW Wealth Management LLC ("PRW") is a registered investment advisor. Elliot Herman is also a registered representative of Lion Street Financial, LLC ("Lion Street"), a FINRA broker-dealer (CRD#165828). Securities offered through Lion Street Financial, LLC (LSF), member FINRA & SIPC. Investment advisory services offered through PRW. PRW and LSF are not affiliated. PRW provides investment advisory and related services for clients nationally. PRW will maintain all applicable registration and licenses as required by the various states in which PRW conducts business, as applicable. PRW renders individualized responses to persons in a particular state only after complying with all regulatory requirements, or pursuant to an applicable state exemption or exclusion.Specialties: Wealth Management (holistic management of investments, risk management, tax planning, retirement planning, and estate planning) for client types above plus work with small endowments and foundations to craft meaningful investment policy statements.