Joe Herrmann joined Lenox Advisors in 2022 as a Vice President, Operations Manager. Joe is responsible for the overall operations of the Lenox Asset Management team and will be focused on delivering the strategic vision and identifying opportunities to improve the operational processes and workflows to ensure the highest level of client satisfaction.
Joe brings with him extensive RIA/BD operational leadership experience. In his prior role as the Head of Operations for an Investment Management firm, Joe established new operating strategies and processes that have increased efficiency, reduced costs, opened new revenue opportunities, and minimized risk by ensuring high levels of regulatory compliance.
Joe graduated from Molloy College with his Masters of Business Administration. He holds his FINRA Series 4, 6, 7, 24, 55, 63 & 65 licenses and recently completed his Six Sigma Green Belt Certification. Joe lives in Long Island with his wife and two children; together, they enjoy the outdoors and traveling. Joe has a passion for cooking and enjoys playing golf.