Managing Director of Wealth Management Services
Sandon M. Herzlich, CFA, CFP®, CTFA is Managing Director of Wealth Management Services. Sandy leads Pitcairn’s relationship management teams, advising multi-generational families. He is responsible for developing, implementing, and monitoring long-term financial plans, focused on asset allocation, portfolio management, and tax planning, that meet clients’ short-term needs and long-term objectives. Sandy interacts with clients on a daily basis and collaborates with members of Pitcairn’s tax, investments, planning, trust administration, and operations teams to design and implement appropriate investment strategies and financial and estate plans. He focuses on succession planning, generational wealth transfer planning, asset allocation, and tax optimization strategies to help his client families grow and preserve their wealth. Sandy is a member of Pitcairn’s Investment Policy, Investment Strategy, and Investment Due Diligence committees.
Sandy has more than 20 years of wealth management experience. Prior to joining Pitcairn in 2003, Sandy was Manager of Business Development for Asset Management and Trust Services at Vanguard Group. In this role, he served as the primary financial planning consultant to Vanguard’s institutional sales team.
Sandy earned his BA at Wesleyan University. He holds the designations of Chartered Financial Analyst, Certified Financial Planner, and Certified Trust and Financial Adviser.