Brian Herbets

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“Pursuing balance to define your financial horizon”

Brian Herbets

Director

 

"The investor’s chief problem—and even his worst enemy—is likely to be himself."
– Benjamin Graham, mentor to Warren Buffett


Brian Herbets is a Director at MATAURO, LLC.

 

Brian is a Director at MATAURO and has been a pioneer in developing an innovative Financial Consulting process geared towards helping individuals, families, and small businesses integrate contemporary thinking to account for the wildly unpredictable Capital Markets and lifestyles we all experience daily.

 

Brian previously worked at a boutique Investment Bank and a large Wealth Management Wirehouse, both in the Washington DC Metro Area. Graduating from the Whitman School of Management at Syracuse University, Brian moved to New York City to join AXA Advisors and MATAURO in 2014. He is a perennial top producer in both the Northeast Region and at the National level within AXA Advisors.

 

At MATAURO, Brian is responsible for the continued evolution of a process-driven practice designed to help clients organize their affairs academically, track quantifiable milestones, and methodically elevate their wealth to the next level.

Specialty services include a) advanced financial planning, where Brian inspires clients to define what they want and model progress b) cash and investment management with an eye towards academic research sourced through The University of Chicago and Massachusetts Institute of Technology, and c) thoughtful tax planning concepts designed to help mitigate, control, and manage future tax liabilities.

Brian lives in Midtown West Manhattan,and enjoys skiing, playing golf, volunteering for the Alzheimer's Association, and watching The Philadelphia Eagles.

Check the background of this financial professional on FINRA's BrokerCheck
Check the background of this financial professional on FINRA's BrokerCheck