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Jerry Hoffmann
Managing Partner, Investment Advisor, Portfolio Manager, MSF, MSPT
Jerry began his financial services career at Bigelow & Company and Tucker Anthony Sutro Capital Markets in Denver, Colorado. Prior to founding Hoffmann Hermanson, Jerry served as Director of Institutional Equity at Citigroup Global Markets headquartered in New York and Friedman Billings Ramsey located in Washington D.C. During his tenure in these Investment Banks, Jerry worked with institutional money managers, CEOs, CFOs, CIOs, portfolio managers and analysts with multi-billion dollar mandates. Jerry's responsibilities included selecting investments using various investment parameters throughout the different stages of the business cycle. Jerry's expertise is grounded in his understanding of the capital markets, diverse asset classes, and the business and economic cycles. Additionally, Jerry has unique experience using alternative investments, including numerous private placements among a broad range of industry sectors.
Jerry's educational background includes a Master of Science Finance from The University of Denver, a MSPT from Washington University School of Medicine in St. Louis, and a BA from the University of Nebraska. Jerry is an active member of his community, is President of his HOA, and has been Vice President, Secretary and Treasurer of his HOA. Jerry has served on the Advisory Board of US Truck. Jerry is an outdoor enthusiast and triathlete who enjoys snow skiing, wake surfing, golfing, biking and sailing. Jerry is married to Eileen and they have three wonderful daughters: Abigail, Samantha and Olivia.
Meet Glenn Hermanson
