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Deerfield- 740 Waukegan Rd

Greg Herr

CFA®

Chief Investment Officer, Family Office Services

740 Waukegan Rd, Suite 320
Deerfield, IL 60015

Greg Herr
Greg Herr

Professional Certifications

  • CFA® – Chartered Financial Analyst®

About Greg

Gregory (Greg) joined Focus Partners Wealth in 2026, having previously worked at Kovitz since 2023. Over the course of two decades, Greg has also worked with Phaeacian Partners, First Pacific Advisors, and Vontobel Asset Management. He has worked on and led teams that invested on behalf of institutional clients in emerging markets debt, U.S. corporate debt, and U.S. and international public companies of all sizes. This process involved leading hundreds of research meetings with corporate senior management teams and Wall Street analysts to evaluate the quality and potential undervaluation of the underlying businesses. 

Greg has been featured in publications such as Barron’s, SmartMoney, Kiplinger, and Value Investor Insight.  

Education and Professional Milestones 

-Colgate University – bachelor’s degree in art history 

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