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Joe Herman

Joe Herman

Director, Portfolio Manager

Joe Herman has 12 years of industry experience and is a Portfolio Manager on the Public Securities Group’s Energy Infrastructure Securities team. In this role, he oversees and contributes to the portfolio construction process, including execution of buy/sell decisions and is also responsible for conducting energy infrastructure research and analysis.  Prior to joining the firm in 2014, he was an Equity Research Associate with Tudor, Pickering, Holt & Co., and an Investment Banking Analyst at UBS Investment Bank, focusing on midstream and MLPs. Joe earned a Bachelor of Business Administration degree with majors in Business Honors and Finance and a Bachelor of Arts degree with majors in Plan II Honors and History from The University of Texas at Austin.