Gary brings over 20 years of experience in information services, customer service, operations, and retail and has an obsessive passion for investment management and financial planning. Gary helped found ShopLocal, one of the leading providers of Web shopping services for retailers, where he served as the President and Chief Operating Officer. Gary started as the 8th employee and was responsible for operations, technology, client services, and analysis. His team built the company to more than 150 employees serving many of the top retailers in the country. Gary’s prior work experience includes 7 years at Circuit City Stores as Director of Inventory Productivity and Extended Service Plans, where he was responsible for the company’s $500 million warranty program and led Circuit City’s first supply chain initiatives. In addition, Gary was a Corporate Business Development Manager at General Electric, worked in the strategy practice at Booz, Allen & Hamilton, and in corporate finance at Sears, Roebuck and Co. Gary received a B.S. degree in math and physics from Duke University and an MBA from Northwestern University’s J.L. Kellogg Graduate School of Management, where he concentrated in finance and management policy. Much to the dismay of his family, Gary spends much of his free time applying his quantitative skills to investment analysis.
Bridging financial culture between China and the west by organizing conferences with high level academics, for example noble laureates, policy makers and institutions in the futures and derivatives realm of finance.
20 years of China practice built on academic studies of China and finance and professional experience in the world's largest market for commodities, China!
Herbert is the co-founder of WiseBanyan, the only free online investment advisor. Through its online platform, WiseBanyan uses the best thinking in asset allocation and portfolio construction to create diversified investment portfolios tailored to each clients' investor profile. WiseBanyan is the only online investment advisor where clients can sign up and invest online with no minimum, no trading fees, and no advisory fees.
Prior to WiseBanyan, Herbert began his career working at Azimuth Trust, a fund of funds in New York. Here he was responsible for monitoring fixed income arbitrage and global macro hedge funds. Subsequent to Azimuth Trust, Herbert worked as a trader for Ansbacher Investment Management, a hedge fund in New York, buying and selling options, futures, swaps and other derivatives within a volatility arbitrage strategy.
Herbert holds a BA in Economics from George Washington University and an MS in Engineering from Stanford University.
Scientific Director at St. Laurent Institute, a global non-profit academic research organization. Research includes Neurogenomics and high throughput analysis of genomic datasets using statistical pattern recognition and related methods. Interests include the Genomics of Amazonian herbal medicine, and other alternative approaches to chronic aging related diseases.
Previously a currency option floor trader and IMM member, and a founding member of the SIMEX in Singapore.