Prior to joining Midwest Trust, founded Investors Independent Trust Company (IITC) and served as chief executive officer and chairman for 20 years. Herb gained experience in trust operation and management strategies developed during his 20 year tenure at SEI, prior to forming IITC.
BS in Business Administration, University of Illinois
MBA, Pepperdine University
Cannon Financial Institute
Boulder County Estate Planning Council, Member, Past Board Member, Past President
Association of Colorado Trust Companies, Past Board Member, Past President
Association of Independent Trust Companies, Member, Past Board Member, Past President
Niwot High School Education Foundation, Past Board Member, Past Treasurer