Hoffmann Hermanson serves as a trusted investment advisor for individuals, families, business owners and charitable organizations. We are founded by two long-time friends and colleagues with a passion for investing and 35 years combined experience in financial services and capital markets.
Our process is client-focused rather than product-driven. Our first step is to gain an in-depth understanding of what's important to you. Once we understand your unique circumstances and wealth goals, we use our knowledge and expertise to create your custom, results-oriented financial roadmap.
As stewards of your capital, we continually seek opportunity for your investment assets. Client focus is at the core of how we approach our business, and your investment success is our greatest reward. .
Managing Partner, Investment Advisor, Portfolio Manager
Jerry began his financial services career at Bigelow & Company and Tucker Anthony Sutro Capital Markets in Denver, Colorado. Prior to founding Hoffmann Hermanson, Jerry served as Director of Institutional Equity at Citigroup Global Markets headquartered in New York and Friedman Billings Ramsey located in Washington D.C. During his tenure in these Investment Banks, Jerry worked with institutional money managers, CEOs, CFOs, CIOs, portfolio managers and analysts with multi-billion dollar mandates. Jerry's responsibilities included selecting investments using various investment parameters throughout the different stages of the business cycle. Jerry's expertise is grounded in his understanding of the capital markets, diverse asset classes, and the business and economic cycles. Additionally, Jerry has unique experience using alternative investments, including numerous private placements among a broad range of industry sectors.
Jerry's educational background includes a Master of Science Finance from The University of Denver, a MSPT from Washington University School of Medicine in St. Louis, and a BA from the University of Nebraska. Jerry is an active member of his community, is President of his HOA, and has been Vice President, Secretary and Treasurer of his HOA. Jerry has served on the Advisory Board of US Truck. Jerry is an outdoor enthusiast and triathlete who enjoys snow skiing, wake surfing, golfing, biking and sailing. Jerry is married to Eileen and they have three wonderful daughters: Abigail, Samantha and Olivia.
Managing Partner, Investment Advisor, Portfolio Manager
Glenn began his career at the Charles Schwab Corporation as a licensed broker and eventually senior trainer and options trading specialist for Schwab's new broker training program. During his tenure with Schwab, Glenn worked with a team of brokers who provided equity and option trading to 150 of Schwab's active trader clients with combined assets in excess of $100 million. Glenn also served on the firm's IPO desk, helping to bring companies such as Red Hat, Akamai Networks and UPS to the public marketplace.
Prior to founding Hoffmann Hermanson, Glenn was the President and Principal of Ascent Financial Solutions, a Registered Investment Advisor in Denver, Colorado. Glenn holds the Certified Financial Planner™ professional designation and completed his Masters Degree in finance from the University of Colorado at Denver in 2003. Glenn has served the Denver Asset Building Coalition annually since 2004 by providing volunteer income tax services to low income Denver area residents. In his spare time, he enjoys skiing and golfing in addition to playing and teaching guitar.
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450 East 17th Avenue #400, Denver, Colorado 80203, United States
Hoffmann Hermanson
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