James Herring

James Herring is a seasoned financial professional with an extensive career in wealth management. He recently transitioned from Goldman Sachs to UBS Private Wealth Management.12

Career Highlights

Goldman Sachs Tenure::

• Served as a Managing Director in the Investment Management Division
• Worked at Goldman Sachs for approximately 35 years (1989-2024)3
• Focused on serving high-net-worth executives, non-profits, and family offices1

Notable Roles::

• Regional Manager for the Southeast (1996-2000)
• Co-Head of the Family Investment Office (2006-2010), which he developed and launched in New York City1

Education and Military Service

• Holds a BA and MBA from Vanderbilt University
• Served as an officer in the United States Army Reserve for nine years prior to joining Goldman Sachs1

Professional Achievements

James Herring has over 35 years of experience in the financial industry, specializing in:

• Working with high-net-worth executives
• Serving non-profit organizations
• Managing family offices12

Community Involvement

• Former president of the Owen Graduate School Alumni Board at Vanderbilt University
• Member of the Economic Club of New York
• Active board member and fundraiser for his church and several non-profit organizations1

Recent Career Move

In April 2024, it was announced that James Herring would be joining UBS Private Wealth Management in New York City, transitioning from his role at Goldman Sachs.12 This move highlights his continued prominence in the wealth management industry and his expertise in serving ultra-high net worth clients.