AeroLeads people directory · profile

Michael Herron, Clu® Chfc® Email & Phone Number

Simplifying complexity for successful entrepreneurs and families at Blue Ocean Companies, LLC
Location: Bellevue, Washington, United States 9 work roles 2 schools
1 work email found @firstrepublic.com 1 phone found area 415 LinkedIn matched
✓ Verified Jul 2026 4 data sources Profile completeness 100%

Contact Signals · 1 work email · 1 phone

Work email m****@firstrepublic.com
Direct phone (415) ***-****
LinkedIn Profile matched
3 free lookups remaining · No credit card
Current company
Blue Ocean Companies, LLC
Role
Simplifying complexity for successful entrepreneurs and families
Location
Bellevue, Washington, United States

Who is Michael Herron, Clu® Chfc®? Overview

A concise factual answer block for searchers comparing this professional profile.

Quick answer

Michael Herron, Clu® Chfc® is listed as Simplifying complexity for successful entrepreneurs and families at Blue Ocean Companies, LLC, based in Bellevue, Washington, United States. AeroLeads shows a work email signal at firstrepublic.com, phone signal with area code 415, and a matched LinkedIn profile for Michael Herron, Clu® Chfc®.

Michael Herron, Clu® Chfc® previously worked as Managing Partner at Blue Ocean Companies, Llc and Managing Director, Head of Insurance US Wealth Management at J.P. Morgan. Michael Herron, Clu® Chfc® studied at The Wharton School.

Company email context

Email format at Blue Ocean Companies, LLC

This section adds company-level context without repeating Michael Herron, Clu® Chfc®'s masked contact details.

*@firstrepublic.com
68% confidence

AeroLeads found 1 current-domain work email signal for Michael Herron, Clu® Chfc®. Compare company email patterns before reaching out.

View email format View company profile Management contacts
Profile bio

About Michael Herron, Clu® Chfc®

At Blue Ocean Companies, LLC, our focus is on streamlining the intricacies of the business succession and estate planning processes for entrepreneurs. Our team's approach is grounded in providing clear, strategic pathways to meet our clients' exit and key employee retention goals. With a strong understanding of the financial landscape, we excel in crafting solutions that resonate with our clients' unique needs.Prior to joining Blue Ocean, I honed my advisory skills as a business owner and at major US financial institutions, guiding wealth management strategies in a dynamic financial landscape. This experience bolstered my abilities in B2C and B2B relations and navigating the complexities of investment advisory products, ensuring that our clients at Blue Ocean benefit from a broadened perspective and a wealth of industry knowledge.

Listed skills include Insurance, Life Insurance, Retirement Planning, Financial Planning, and 42 others.

Current workplace

Michael Herron, Clu® Chfc®'s current company

Company context helps verify the profile and gives searchers a useful next step.

Blue Ocean Companies, LLC
Blue Ocean Companies, Llc
Simplifying complexity for successful entrepreneurs and families
AeroLeads page
Company profile
View company profile Email format
9 roles · 32 years

Michael Herron, Clu® Chfc® work experience

A career timeline built from the work history available for this profile.

Managing Partner

Current
Blue Ocean Companies, Llc

Bellevue, Washington, United States

We simplify complexity and provide clarity. Blue Ocean was founded to provide an effective way for busy entrepreneurs to prioritize and execute on their succession, exit, key employee retention and estate planning goals.Securities offered through Lion Street Financial, LLC (LSF), member FINRA, SIPC. Investment advisory products and services offered through Lion Street Advisors, LLC (LSA), an investment adviser registered with the SEC. LSA and LSF do not provide tax or legal advice. Blue Ocean Companies, LLC and the above firms are not affiliated. Representatives may transact business, which includes offering products and services and/or responding to inquiries, only in state(s) in which they are properly registered and/or licensed. Your connection to this LinkedIn profile does not necessarily indicate that this Financial Professional is able to transact business in your state.

Aug 2024 - Present

Managing Director, Head Of Insurance Us Wealth Management

J.P. Morgan

New York, United States

Jul 2023 - Aug 2024

Member

Seattle Philanthropic Advisors Network

Greater Seattle Area

2013 - 2022 ~9 yrs
2 education records

Michael Herron, Clu® Chfc® education

FAQ

Frequently asked questions about Michael Herron, Clu® Chfc®

Quick answers generated from the profile data available on this page.

What company does Michael Herron, Clu® Chfc® work for?

Michael Herron, Clu® Chfc® works for Blue Ocean Companies, LLC.

What is Michael Herron, Clu® Chfc®'s role at Blue Ocean Companies, LLC?

Michael Herron, Clu® Chfc® is listed as Simplifying complexity for successful entrepreneurs and families at Blue Ocean Companies, LLC.

What is Michael Herron, Clu® Chfc®'s email address?

AeroLeads has found 1 work email signal at @firstrepublic.com for Michael Herron, Clu® Chfc® at Blue Ocean Companies, LLC.

What is Michael Herron, Clu® Chfc®'s phone number?

AeroLeads has found 1 phone signal(s) with area code 415 for Michael Herron, Clu® Chfc® at Blue Ocean Companies, LLC.

Where is Michael Herron, Clu® Chfc® based?

Michael Herron, Clu® Chfc® is based in Bellevue, Washington, United States while working with Blue Ocean Companies, LLC.

What companies has Michael Herron, Clu® Chfc® worked for?

Michael Herron, Clu® Chfc® has worked for Blue Ocean Companies, Llc, J.P. Morgan, First Republic Private Wealth Management, Seattle Philanthropic Advisors Network, and Highland Capital Brokerage.

How can I contact Michael Herron, Clu® Chfc®?

You can use AeroLeads to view verified contact signals for Michael Herron, Clu® Chfc® at Blue Ocean Companies, LLC, including work email, phone, and LinkedIn data when available.

What schools did Michael Herron, Clu® Chfc® attend?

Michael Herron, Clu® Chfc® studied at The Wharton School.

What skills is Michael Herron, Clu® Chfc® known for?

Michael Herron, Clu® Chfc® is listed with skills including Insurance, Life Insurance, Retirement Planning, Financial Planning, Fixed Annuities, Wealth Management, Estate Planning, and Long Term Care.

Find 750M verified contacts

Search by job title, company, industry, location, and seniority. Export verified B2B contact data when you need it.