Henry John Herrmann
President at Waddell & Reed Advisors Funds
Profile
Henry John Herrmann currently works at Ivy Variable Insurance Portfolios, as Trustee, Waddell & Reed Advisors Funds, as President, InvestEd Portfolios, as Trustee, CFA Institute, as Member, and CFA Society of Kansas City, as Member.
Mr. Herrmann also formerly worked at Waddell & Reed Investment Management Co., as Chairman, Chief Executive Officer & President from 1972 to 2016, Waddell & Reed Financial, Inc., as Non-Executive Chairman from 2016 to 2018, Waddell & Reed LLC, as Director from 1993 to 2016, Waddell & Reed Services Co., as Director from 2001 to 2016, Blue Cross & Blue Shield of Kansas City, as Director, United Way of Greater Kansas City, Inc., as Director, Ivy Investment Management Co., as Director from 2002 to 2016, W&R Capital Management Group, Inc., as Director from 2008 to 2016, IVY Funds, as Trustee from 1998 to 2016, Waddell & Reed Advisors New Concepts Fund, Inc., as Portfolio Manager in 1989, Waddell & Reed Advisors Vanguard Fund, Inc., as Portfolio Manager in 1986, IVY Funds, Inc., as Trustee, Delaware Ivy High Income Opportunities Fund, as Trustee from 2013 to 2021, and Ivy NextShares, as Trustee from 2016 to 2019.
Mr. Herrmann received his undergraduate degree in 1966 from New York University.
Henry John Herrmann active positions
| Companies | Position | Start |
|---|---|---|
| Ivy Variable Insurance Portfolios | Director/Board Member | - |
| InvestEd Portfolios | Director/Board Member | - |
| Waddell & Reed Advisors Funds | President | 2009-12-08 |
CFA Institute
 CFA Institute Miscellaneous Commercial ServicesCommercial Services CFA Institute operates as non-profit organization, which engages in the provision of chartered financial analyst programs. It offers certificate in investment performance measurement program, investment foundations, and scholarship. The company was founded in 1965 and is headquartered in Charlottesville, VA. | Corporate Officer/Principal | 2010-03-01 |
| CFA Society of Kansas City | Corporate Officer/Principal | - |
Former positions of Henry John Herrmann
| Companies | Position | End |
|---|---|---|
| IVY FUNDS - DELAWARE IVY HIGH INCOME OPPORTUNITIES FUND | Director/Board Member | 2021-04-29 |
Ivy NextShares
 Ivy NextShares Financial ConglomeratesFinance Ivy NextShares is non-diversified open-end management investment company that currently consists of three separate series. The company was founded on July 17, 2015 and is headquartered in Overland Park, KS. | Director/Board Member | 2018-12-31 |
| WADDELL & REED FINANCIAL, INC. | Chief Executive Officer | 2016-07-31 |
Waddell & Reed Investment Management Co.
 Waddell & Reed Investment Management Co. Investment ManagersFinance Waddell & Reed Investment Management Co. (WRIMCO) is a registered investment advisor and mutual fund manager headquartered in Overland Park, Kansas. The firm is a subsidiary of Waddell & Reed, Inc., ultimately held by Waddell & Reed Financial, Inc. (NYSE: WDR). Founded in 1972, WRIMCO provides advisory services to a variety of clients, including defined benefit pension plans, non-proprietary US investment companies, non-US pooled vehicles, defined contribution plans, charitable foundations, and high net worth clients. | Chief Executive Officer | 2016-07-31 |
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Training of Henry John Herrmann
| New York University | Undergraduate Degree |
Experiences
Positions held
Connections
1st degree connections
1st degree companies
Male
Female
Members of the board
Executives
Linked companies
| Private companies | 19 |
|---|---|
| IVY Funds | |
| Waddell & Reed Advisors New Concepts Fund, Inc. | Miscellaneous |
| Waddell & Reed Advisors Vanguard Fund, Inc. | Miscellaneous |
| IVY Funds, Inc. | Miscellaneous |
Waddell & Reed LLC
 Waddell & Reed LLC Investment ManagersFinance Waddell & Reed LLC operates as an asset management and financial planning company. It serves the financial needs of families, individuals and businesses. The company was founded by Chauncey Waddell and Cameron Reed in 1937 and is headquartered in Overland Park, KS. | Finance |
Waddell & Reed Financial, Inc.
 Waddell & Reed Financial, Inc. Investment Banks/BrokersFinance Waddell & Reed Financial, Inc. provides investment advisory, investment management, investment product underwriting, distribution and administrative services. It operates through distinct distribution business channels: Unaffiliated channel, Wealth Management channel and Institutional channel. The company was founded by Chauncey Waddell and Cameron Reed in 1937 and is headquartered in Overland Park, KS. | Finance |
Waddell & Reed Investment Management Co.
Waddell & Reed Investment Management Co. Investment ManagersFinance Waddell & Reed Investment Management Co. (WRIMCO) is a registered investment advisor and mutual fund manager headquartered in Overland Park, Kansas. The firm is a subsidiary of Waddell & Reed, Inc., ultimately held by Waddell & Reed Financial, Inc. (NYSE: WDR). Founded in 1972, WRIMCO provides advisory services to a variety of clients, including defined benefit pension plans, non-proprietary US investment companies, non-US pooled vehicles, defined contribution plans, charitable foundations, and high net worth clients. | Finance |
| Ivy Variable Insurance Portfolios | Miscellaneous |
| Waddell & Reed Advisors Funds | Miscellaneous |
| InvestEd Portfolios | Miscellaneous |
| Waddell & Reed Services Co. | |
Delaware Ivy High Income Opportunities Fund
 Delaware Ivy High Income Opportunities Fund Investment Trusts/Mutual FundsMiscellaneous Delaware Ivy High Income Opportunities Fund acts as Closed-End Investment Fund/Investment Trust. The funds investment objective is to seek to provide total return through a combination of a high level of current income and capital appreciation. It invests primarily in a portfolio of high-yield corporate bonds of varying maturities and other fixed income securities, including first- and second-lien loans. The company was founded on January 30, 2013 and is headquartered in Philadelphia, PA. | Miscellaneous |
Blue Cross & Blue Shield of Kansas City
 Blue Cross & Blue Shield of Kansas City Multi-Line InsuranceFinance Blue Cross & Blue Shield of Kansas City provides health insurance products and related services. The company's services include individual & family plans, group health insurance plans, and prescription drug list. It offers its services in Kansas and Northwest Missouri. The company was founded in 1983 and is headquartered in Kansas City, MO. | Finance |
CFA Institute
CFA Institute Miscellaneous Commercial ServicesCommercial Services CFA Institute operates as non-profit organization, which engages in the provision of chartered financial analyst programs. It offers certificate in investment performance measurement program, investment foundations, and scholarship. The company was founded in 1965 and is headquartered in Charlottesville, VA. | Commercial Services |
United Way of Greater Kansas City, Inc.
 United Way of Greater Kansas City, Inc. Miscellaneous Commercial ServicesCommercial Services United Way of Greater Kansas City, Inc. provides education, health, and social services. It specializes in child care, academic assistance, and family support. The company was founded in 1918 and is headquartered in Kansas City, MO. | Commercial Services |
| CFA Society of Kansas City | |
Ivy Investment Management Co.
 Ivy Investment Management Co. Investment ManagersFinance Ivy Investment Management Co. (dba Ivy Investments) is a SEC-registered investment adviser and mutual fund manager headquartered in Overland Park, Kansas. The firm was founded in 1937 and is a wholly-owned, direct subsidiary of Waddell & Reed Financial, Inc. (NYSE: WDR). Ivy Investments acts as investment adviser for a variety of clients, including registered investment companies (distributed through affiliated and unaffiliated distribution channels), institutional and other private investors and provides sub-advisory services to unaffiliated US mutual funds. | Finance |
Ivy NextShares
Ivy NextShares Financial ConglomeratesFinance Ivy NextShares is non-diversified open-end management investment company that currently consists of three separate series. The company was founded on July 17, 2015 and is headquartered in Overland Park, KS. | Finance |
W&R Capital Management Group, Inc.
 W&R Capital Management Group, Inc. Investment ManagersFinance Part of Macquarie Group Ltd., W&R Capital Management Group, Inc. provides investment management services. The private company is based in Topeka, KS. | Finance |
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