As Chief Operating Officer and Chief Compliance Officer, Hannah keeps The Herbst Group focused, motivated, and organized so the entire team is poised to serve clients in an exceptional way. Hardworking and diligent, she provides best-in-class client-focused service in all she does.
Hannah brings years of experience and education to her role with The Herbst Group including a BA in Business Administration with a marketing concentration from Merrimack College; including key positions at Morgan Stanley, Barnum Financial Group, and Rani Wise Consulting where she has honed her marketing and client service skills.
In her free time, Hannah enjoys spending time with family, friends, and her English Bulldog.
Series 7, Series 63, Licensed FINRA Arbitrator
Don works closely with clients to communicate and execute strategies tailored to their specific needs in his role as Vice President. Don heads the fixed income effort and provides support on equity investing and the implementation of various options strategies. He is passionate about using the full group’s acumen and experience for each client, and is not above mixing in a bit of humor at the office.
With over 45 years of experience on Wall Street, Don is the former Head of Fixed Income and Co-CIO of the Herbst Group. He’s worked in sales, research, trading, and investment management with JP Morgan Chase, TIAA, EF Hutton, Wertheim Schroder, CRT Capital and Five Iron Capital. His educational background includes a BA in Economics from Connecticut College and an MBA in Investments from The Wharton School.
Don enjoys cycling, golf, and spending time with his wife (“the best woman, ever”) and his kids, when they can spare the time.
Series 7, Series 63, Series 65
As CEO, CIO, and Managing Director of Equities, Brian utilizes decades of experience and proven strategies to strive for excellence for each client. Known for being more than a money manager, he is deeply committed to fostering holistic relationships and working obsessively to do his very best.
Brian’s background is diverse. He holds a BA in Political Science from George Washington University and worked for many years at Bloomberg before moving with Mayor Bloomberg to city hall where he served as the Deputy Chief of Staff. For 15 years, Brian had been a Managing Director of The Herbst Group at Wellington Shields Capital Management before forming The Herbst Group, LLC as an independent wealth management firm.
Outside of work, Brian enjoys time with his wife and children, golfing, and reading.