About
Steven Hering serves as Partner at Northwest Asset Management in Mercer Island, Washington, where he is responsible for guiding client investment strategies and overseeing portfolio management services for individuals, fiduciaries, businesses, and nonprofit organizations. His work encompasses a wide range of asset classes, including mutual funds, ETFs, bonds, equities, and other publicly traded securities, enabling comprehensive financial advisory solutions tailored to diverse client needs.
With a tenure at Northwest Asset Management dating back to November 2009, Hering brings over a decade of experience in financial services, collaborating with clients on retirement planning, investment management, and consultation for both small and large entities. Previously, he has contributed to strategic planning and client relations as part of the firm's leadership team.
Hering holds a B.A. in Theatre/Theater from the University of Denver, reflecting both a well-rounded academic foundation and strong communication skills. His expertise lies in constructing and managing diversified investment portfolios, and he is recognized for his commitment to providing customized financial guidance to clients across multiple sectors.
Career History
| Organization | Role | Date Range | Details |
|---|---|---|---|
| Northwest Asset Management | Partner | Nov 2009 to Present | Northwest Asset Management is a DBA of NWAM, LLC. |
Education
University of Denver
B.A., Theatre/Theater
2016 — 2020
Skills & Expertise
Others at Nwam LLC (5)
| Name | Role | Location |
|---|---|---|
A Antriksh Kandhari | Portfolio Manager | Seattle, WA , United States |
| Portfolio Manager | Chicago, IL , United States | |
| Portfolio Analyst | Charlotte, NC , United States | |
| Managing Partner | Mercer Island, WA , United States | |
| Options Trading Analyst | Mercer Island, WA , United States |
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