Philip A. Hergel
Analyst-Equity at Zevin Asset Management LLC
Profile
Mr. Philip A.
Hergel is a Senior Quantitative Analyst at Zevin Asset Management LLC.
He join Zevin Asset Management in 2008 and has been responsible for guiding the Investment Committee’s asset allocation decisions.
He enjoys applying his quantitative background in a team environment to contribute to this very important aspect of the investment process.
He is responsible for all aspects of the firm’s proprietary asset allocation model and consults regularly with the rest of the investment team throughout the portfolio construction process.
Mr. Hergel spent 12 years at BCA Research – a longstanding and highly respected independent investment advisory firm.
While at BCA, he was responsible for global asset allocation and econometric model building.
He also contributed general economic and financial market research and insights to the global investment team.
He received his BA in Mathematics and Master’s degree in Economics from Concordia University.
Philip A. Hergel active positions
| Companies | Position | Start |
|---|---|---|
Zevin Asset Management LLC
 Zevin Asset Management LLC Investment ManagersFinance Founded in 1997, Zevin Asset Management LLC is a registered investment advisor located in Boston, Massachusetts. The firm provides investment advice to high net-worth individuals, trusts, non-profit organizations, foundations, partnerships, endowments, and non-taxable retirement accounts such as 401(K) accounts, IRAs, and pension plans. | Analyst-Equity | 31/12/2007 |
Former positions of Philip A. Hergel
| Companies | Position | End |
|---|---|---|
BCA Research, Inc.
 BCA Research, Inc. Investment ManagersFinance Founded in 1949 by Hamilton Bolton, BCA Research is an independent global investment research firm headquartered in Montreal, Quebec. The firm provides comprehensive coverage of all major financial asset classes on a global basis. They employ a consistent approach across all areas of their services by utilizing economic, liquidity, performance and valuation trends. BCA Research's methodology is based on an understanding of the macroeconomic environment and the identification of key investment themes. BCA Research provides global coverage of equities, currencies, commodities/energy, fixed-income, asset allocation and unique trading ideas. | Corporate Officer/Principal | - |
Training of Philip A. Hergel
| Concordia University | Graduate Degree |
Experiences
Positions held
Connections
1st degree connections
1st degree companies
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Female
Members of the board
Executives
Linked companies
| Private companies | 2 |
|---|---|
Zevin Asset Management LLC
Zevin Asset Management LLC Investment ManagersFinance Founded in 1997, Zevin Asset Management LLC is a registered investment advisor located in Boston, Massachusetts. The firm provides investment advice to high net-worth individuals, trusts, non-profit organizations, foundations, partnerships, endowments, and non-taxable retirement accounts such as 401(K) accounts, IRAs, and pension plans. | Finance |
BCA Research, Inc.
BCA Research, Inc. Investment ManagersFinance Founded in 1949 by Hamilton Bolton, BCA Research is an independent global investment research firm headquartered in Montreal, Quebec. The firm provides comprehensive coverage of all major financial asset classes on a global basis. They employ a consistent approach across all areas of their services by utilizing economic, liquidity, performance and valuation trends. BCA Research's methodology is based on an understanding of the macroeconomic environment and the identification of key investment themes. BCA Research provides global coverage of equities, currencies, commodities/energy, fixed-income, asset allocation and unique trading ideas. | Finance |
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