Sign In
Get Clay Free →

Suggestions

    James Herring

    Managing Director at Goldman Sachs

    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.

    Highlights

    Apr 21 · pulse2.com
    UBS: James Herring And John Gaffney Join Private Wealth ...
    Apr 19 · finance.yahoo.com
    James Herring and John Gaffney join UBS Private Wealth ...
    James Herring and John Gaffney join UBS Private Wealth ...
    Apr 19 · businesswire.com
    James Herring and John Gaffney join UBS Private Wealth ...
    Apr 19 · investmentnews.com
    UBS swipes another advisor duo from Goldman Sachs

    Related Questions

    What are James Herring's main responsibilities at UBS?
    How did James Herring's career evolve over his 35 years at Goldman Sachs?
    What specific roles did James Herring hold at Goldman Sachs?
    What are James Herring's educational background and professional affiliations?
    How will James Herring's experience benefit UBS's clients?
    J
    Get intro to James
    Add to my network

    Location

    Greater New York City Area