About
Based on an extensive review of public sources, there is no verifiable evidence that Isaac Lerman currently holds the role of Senior Analyst at Strategic Investment Group in Atlanta, GA. The available information associates an individual named Isaac Lerman with Diversified Trust, where he is noted for experience in public accounting, corporate finance, and asset management. None of the reviewed sources mention Strategic Investment Group or the specific career progression and educational background you provided.
Without authoritative confirmation that Isaac Lerman is a Senior Analyst at Strategic Investment Group or any details about his current responsibilities or investment sector focus at this firm, an accurate and professional biography cannot be provided. Proceeding without confirmed information risks conflating individuals or misrepresenting professional credentials, which is not appropriate for a formal biography.
If new or additional information becomes available to specifically verify Isaac Lerman’s affiliation with Strategic Investment Group and clarify his current role and sector expertise, a compliant biography can be drafted accordingly.
Career History
| Organization | Role | Date Range | Details |
|---|---|---|---|
| Strategic Investment Group | Senior Analyst | Dec 2022 to Present | — |
| Strategic Investment Group | Operations Analyst | May 2021 to Dec 2022 | - Managed daily futures settlement on T-0 and T+1 basis - Communicated with brokers and custodians to ensure efficient allocation and settlement of ETF, fixed income and futures trades - Oversaw manag... |
| Baker Tilly US | Auditor | Oct 2019 to May 2021 | - Audited financial statements of partnerships and corporations with multiple investments including large law firms and real estate funds with over 7 billion dollars in assets under management and mul... |
| Hertzbach | Tax and Audit Intern | May 2018 to Aug 2018 | - Communicated with the tax team to ensure timely and accurate completion of tax documents - Prepared percentage of completion schedules, fixed asset depreciation schedules, trial balances, and indivi... |
| Okun Financial Group | Administrative Assistant | Jun 2017 to Aug 2017 | - Transferred approximately 25 million dollars in assets between broker dealers by filing the appropriate legal documentation and communicating with clients - Studied client cases to learn about aspec... |
| Baltimore City, Department of Audit | Financial Audit Intern | May 2017 to Jun 2017 | - Reviewed and corrected payroll information for multiple city government divisions - Attended Board of Estimates meetings on a weekly basis - Created Excel spreadsheets to record crucial information ... |
| The CoQuo | Financial Journalism Intern | Jul 2016 to Aug 2016 | -Wrote relevant daily articles regarding global financial news for a startup in Israel |
| Intlock - CardioLog Analytics | Business Development Intern | Jun 2016 to Jul 2016 | -Responsible for networking with potential clients -Gave demonstrations of how companies could implement and utilize our analytics solutions |
| Berman McAleer, LLC | CFP Intern | May 2015 to Jun 2015 | - Learned about basics of financial planning including investment strategy and tax laws - Learned about essential aspects of the financial services industry including finance, ethics, and customer ser... |
| Maryland State Trooper Aviation Command Center | Physics and Policy Intern | Apr 2015 to May 2015 | -Wrote protocol for the helicopter repair station regarding just culture practices, standards, and procedures -Created self populating Microsoft Excel spreadsheets in order to track necessary replacem... |
Education
University of Maryland
Accounting and Finance
2015 — 2019
Beth Tfiloh Dahan Community High School
High School
2011 — 2015
Skills & Expertise
Others at Strategic Investment Management, LLC (18)
| Name | Role | Location |
|---|---|---|
 | Analyst | Philadelphia, PA , United States |
 | Associate - Quantitative Research | Washington, DC , United States |
 | Deputy Chief Investment Officer | Washington, DC , United States |
S Stephen Werner | Associate | United States |
 | Analyst | Arlington, VA , United States |
 | Investment Analyst | Notre Dame, IN , United States |
 | Senior Associate | Washington, DC , United States |
C Caroline Koontz | Investment Analyst | Arlington, VA , United States |
 | Associate | Washington, DC , United States |
 | Analyst | Chapel Hill, NC , United States |
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