Will Herrman

Will Herrman is a Principal and Portfolio Manager at Cannell & Spears, a prominent registered investment advisor headquartered in New York City. Since joining Cannell & Spears in 2018, he has overseen the management of discretionary equity and fixed-income portfolios, working closely with high-net-worth individuals and institutional clients to develop tailored investment strategies. His responsibilities include security selection, asset allocation, and portfolio supervision, with an emphasis on understanding sector trends and individual company fundamentals.

Herrman’s investment expertise spans major public equity sectors, including technology, financials, consumer discretionary, and industrials, as reflected in Cannell & Spears’ current holdings in companies such as Microsoft, Berkshire Hathaway, Apple, Alphabet, and Amazon. He is known for a disciplined, value-oriented approach that focuses on businesses with strong competitive advantages and proven management teams, as well as identifying undervalued securities with potential for significant appreciation.

Prior to his role at Cannell & Spears, Herrman served as Vice President and Principal at Bernstein Private Wealth Management for over 15 years, where he advised clients on wealth planning and investment management. He began his career in sales management at Turner Broadcasting, bringing client-focused communication and business development skills to the financial industry. Herrman holds a BA in Political Science from Brown University and is recognized for his thoughtful, research-driven contributions to investment management.