Don Herrema
Chief Investment Officer at Independent Life Insurance Co.
Profile
Don J.
Herrema currently works at Independent Life Insurance Co., as Vice Chairman & Co-Chief Investment Officer, Lepercq.
de Neuflize & Co., Inc., as Director, and Whittier College, as Trustee.
Mr. Herrema also formerly worked at Bessemer Trust Co., NA, as Chief Executive Officer, Loring Ward International Ltd., as Chairman, President & Chief Executive Officer, Atlantic Trust Group, Inc., as Chief Executive Officer, Morgan Stanley, as Head-Private Wealth Management, Bessemer Securities LLC, as General Manager from 1993 to 2001, CIBC Private Wealth Advisors, Inc., as Principal, Wells Fargo Private Investment Advisors LLC, as Senior Vice President from 1981 to 1993, Wachovia Capital Markets LLC, as President, and Stone Point Capital LLC, as Senior Advisor.
Mr. Herrema received his graduate degree in 1975 from the University of Southern California and undergraduate degree in 1974 from Whittier College.
Don Herrema active positions
| Companies | Position | Start |
|---|---|---|
Lepercq, de Neuflize & Co., Inc.
 Lepercq, de Neuflize & Co., Inc. Financial ConglomeratesFinance Lepercq, de Neuflize & Co. is a privately owned holding company based in New York, NY and has subsidiaries in the United States. The company operates in asset management, real estate, and trust support services. | Director/Board Member | 2011-03-23 |
| Whittier College | Director/Board Member | 2011-03-23 |
Independent Life Insurance Co.
 Independent Life Insurance Co. Life/Health InsuranceFinance Part of Independent Insurance Group LLC, Independent Life Insurance Co. provides life insurance services. The company is based in Dallas, TX. The CEO of the company is James D. Atkins. | Chief Investment Officer | - |
Former positions of Don Herrema
| Companies | Position | End |
|---|---|---|
Loring Ward International Ltd.
 Loring Ward International Ltd. Investment ManagersFinance Loring Ward International Ltd. provides investment advisory and asset management services. The company was founded in 1975 and is headquartered in New York, NY. | Chairman | 2006-04-29 |
CIBC Private Wealth Advisors, Inc.
 CIBC Private Wealth Advisors, Inc. Investment ManagersFinance CIBC Private Wealth Advisors, Inc. (CPWA) is a SEC-registered investment advisor headquartered in Chicago, Illinois. The firm was founded in 1932 and formerly known as AT Investment Advisers, Inc. They are a subsidiary of CIBC Private Wealth Group LLC, ultimately held by Canadian Imperial Bank of Commerce (NYSE, TSE: CM) in Canada. CPWA provides investment advisory and wealth advisory services to individuals, trusts, estates, families, charitable organizations, employee benefit and contribution plans, corporations, state or municipal government entities, pension and profit-sharing plans, and other investment advisers. The firm also participates in wrap fee programs offered by third party sponsors. | Corporate Officer/Principal | 2005-05-31 |
Bessemer Securities LLC
 Bessemer Securities LLC Investment Banks/BrokersFinance Bessemer Securities is a broker/dealer located in New York City. The firm is the brokerage arm of Bessemer Investment Management LLC and their ultimate parent is Bessemer Group, Inc. | Corporate Officer/Principal | 2000-12-31 |
| Wells Fargo Private Investment Advisors LLC | Corporate Officer/Principal | 1992-12-31 |
Wachovia Capital Markets LLC
 Wachovia Capital Markets LLC Investment Banks/BrokersFinance Wells Fargo Securities LLC is the investment bank asset management and brokerage arm of Wells Fargo & Co. (NYSE: WFC). The firm is headquartered San Francisco. Their services include fixed-income sales and trading, equities sales and trading, market analysis and research and investment banking and advisory services. | President | - |
Training of Don Herrema
| Whittier College | Undergraduate Degree |
| University of Southern California | Graduate Degree |
Experiences
Positions held
Connections
1st degree connections
1st degree companies
Male
Female
Members of the board
Executives
Linked companies
| Listed companies | 1 |
|---|---|
| MORGAN STANLEY | Finance |
| Private companies | 10 |
|---|---|
CIBC Private Wealth Advisors, Inc.
CIBC Private Wealth Advisors, Inc. Investment ManagersFinance CIBC Private Wealth Advisors, Inc. (CPWA) is a SEC-registered investment advisor headquartered in Chicago, Illinois. The firm was founded in 1932 and formerly known as AT Investment Advisers, Inc. They are a subsidiary of CIBC Private Wealth Group LLC, ultimately held by Canadian Imperial Bank of Commerce (NYSE, TSE: CM) in Canada. CPWA provides investment advisory and wealth advisory services to individuals, trusts, estates, families, charitable organizations, employee benefit and contribution plans, corporations, state or municipal government entities, pension and profit-sharing plans, and other investment advisers. The firm also participates in wrap fee programs offered by third party sponsors. | Finance |
Bessemer Securities LLC
Bessemer Securities LLC Investment Banks/BrokersFinance Bessemer Securities is a broker/dealer located in New York City. The firm is the brokerage arm of Bessemer Investment Management LLC and their ultimate parent is Bessemer Group, Inc. | Finance |
| Wells Fargo Private Investment Advisors LLC | Finance |
Loring Ward International Ltd.
Loring Ward International Ltd. Investment ManagersFinance Loring Ward International Ltd. provides investment advisory and asset management services. The company was founded in 1975 and is headquartered in New York, NY. | Finance |
Stone Point Capital LLC
 Stone Point Capital LLC Investment ManagersFinance Stone Point Capital LLC (Stone Point Capital) is a Private Equity firm founded in 1985. The firm is headquartered in Greenwich, Connecticut. | Finance |
Bessemer Trust Co., NA
 Bessemer Trust Co., NA Major BanksFinance Bessemer Trust Co. NA provides wealth management and investment advisory services. The company provides investment banking, brokerage and commercial lending services. It was founded in 1907 and is headquartered in New York City, NY | Finance |
Atlantic Trust Group, Inc.
 Atlantic Trust Group, Inc. Investment ManagersFinance Atlantic Trust Group, Inc. provides asset management and financial advisory services. The firm manages wealth for individuals, families and provides asset management services to foundations and endowments. It also provides investment management, asset allocation, trust, custody and family office services. The company has offices in New York, Chicago, Boston, Atlanta, Houston, Palm Beach, San Francisco, Austin, Winston-Salem, Baltimore, Denver, Newport Beach and Washington, D.C. Atlantic Trust was founded in 1980 by Tony Pell & Edward I. Rudman and is located in New York, NY. | Finance |
Wachovia Capital Markets LLC
Wachovia Capital Markets LLC Investment Banks/BrokersFinance Wells Fargo Securities LLC is the investment bank asset management and brokerage arm of Wells Fargo & Co. (NYSE: WFC). The firm is headquartered San Francisco. Their services include fixed-income sales and trading, equities sales and trading, market analysis and research and investment banking and advisory services. | Finance |
Lepercq, de Neuflize & Co., Inc.
Lepercq, de Neuflize & Co., Inc. Financial ConglomeratesFinance Lepercq, de Neuflize & Co. is a privately owned holding company based in New York, NY and has subsidiaries in the United States. The company operates in asset management, real estate, and trust support services. | Finance |
Independent Life Insurance Co.
Independent Life Insurance Co. Life/Health InsuranceFinance Part of Independent Insurance Group LLC, Independent Life Insurance Co. provides life insurance services. The company is based in Dallas, TX. The CEO of the company is James D. Atkins. | Finance |
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