Richard W. Herbst

President at Roundtable Investment Partners LLC

Richard W. Herbst

Richard W. Herbst

President at Roundtable Investment Partners LLC

Overview
Career Highlights

Roundtable Investment Partners LLC
Truvvo Partners LLC

RelSci Relationships

6120

Number of Boards

3

Relationships
RelSci Relationships are individuals Richard W. Herbst likely has professional access to. A relationship does not necessarily indicate a personal connection.

President & Chief Executive Officer at Atlantic Health System, Inc.

Relationship likelihood: Strong

Interim President, Morristown Medical Center at Atlantic Health System, Inc.

Relationship likelihood: Strong

Former Chairman & Senior Partner at The Beacon Group LLC (NY)

Relationship likelihood: Strong

Chief Executive Officer & Chief Investment Officer at Truvvo Partners LLC

Relationship likelihood: Strong

Chief Client Officer at Roundtable Investment Partners LLC

Relationship likelihood: Strong

Partner & Senior Client Advisor at Ballentine Partners LLC

Relationship likelihood: Strong

Trustee at Foundation for Morristown Medical Center

Relationship likelihood: Strong

Fund Advisor at Truvvo Partners LLC

Relationship likelihood: Strong

Managing Director & Head of Equities at Truvvo Partners LLC

Relationship likelihood: Strong

President & Head of Direct Investments at Truvvo Partners LLC

Relationship likelihood: Strong

Paths to Richard W. Herbst
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Richard W. Herbst
President at Roundtable Investment Partners LLC
Family Members
Child

Kent Place School, Inc. operates as girl's day school. The school operates preschool, primary school, middle school and upper school. The school was founded in 1894 and is headquartered in Summit, NJ.

Child-In-Law

Founded in 1995 by James Manley, Atlantic-Pacific Capital, Inc. is a private equity firm located in New York City with additional offices in Greenwich, Connecticut, Chicago, San Francisco, London and Hong Kong. The firm serves institutional investors in North America, Europe, the Middle East and Australasia. Atlantic-Pacific Capital is a member of FINRA and the SIPC.

Child-In-Law
Chief Administrative Officer at INNOVATE Corp.

Primus Telecommunications Group, Incorporated (PTGi) provides advanced communication services to residential, business and carrier customers around the globe. From traditional voice services to VOIP, and broadband to data center services, we bring sophisticated solutions to residential, small and medium business, enterprise, and multinational business customers all with a focus on integrity, innovation, and the highest level of customer commitment.

Spouse

The Foundation for Morristown Medical Center is a non-profit, public foundation whose mission is to inspire community philanthropy to advance exceptional healthcare for patients at Morristown Memorial Hospital. Our objective is to utilize philanthropy to preserve and expand the Hospital's programs and services in patient care, clinical research, medical and public health education, and preventive medicine.

Education
BA

Founded in 1819, Colgate University is a highly selective residential liberal arts institution distinguished by academic excellence and interdisciplinary inquiry. Located on a beautiful campus in upstate New York, Colgate takes pride in the active engagement of its students and faculty in local, national, and global communities.

MBA

The Wharton School is the business school of the University of Pennsylvania, an Ivy League university in Philadelphia, Pennsylvania. Wharton was the world’s first collegiate business school and the first business school in the United States. It was established in 1881 through a donation of Joseph Wharton.

Career History
President
Current

Roundtable Investment Partners tends to focus on private equity investments in commercial services companies and real estate development.

President
2007 - Prior

Roundtable Investment Partners LLC (Roundtable) is a unique, privately held peer-to-peer partnership serving as a private investment firm for institutions and similarly-sized families. The firm’s mission is to create the next stage of excellence in investment management and merchant banking for a very select group of clients. Roundtable offers comprehensive wealth creation and legacy building services to help our clients efficiently achieve their lifestyle, philanthropic and intergenerational goals. Our core focuses are: Strategic Advice and Planning, Investment Management and Merchant Banking. Guided by Wall Street veteran executives, Geoffrey T. Boisi and Richard W. Herbst, the firm offers a range of investment activities including public market, private equity and real asset investing as well as access to strategic and advisory services on the merchant banking side. From its New York office at 280 Park Avenue and its Boston office at 225 Franklin Street, Roundtable invests directly as general and/or limited partners with “best-of-breed” seasoned operating partners. The firm’s hybrid investment philosophy applies the best qualities of the endowment and institutional approaches to wealth management. Roundtable makes its genuine, high-quality open architecture, expert manager selection and integrated portfolio investment capabilities available to its investor partners as well as individual and institutional investors. It invests primarily through external managers across multiple asset classes including global equities, fixed income, hedge strategies, private equity and real assets.

Global Head, Financial Institutions & Governments Group
2000 - 2004

J.P. Morgan & Co. was a commercial and investment banking institution based in the United States founded by J. Pierpont Morgan and commonly known as the House of Morgan or simply Morgan. Today, J.P. Morgan is the investment banking and private banking arm of JPMorgan Chase. The firm is the direct predecessor of two of the largest banking institutions in the United States and globally, JPMorgan Chase and Morgan Stanley. In 2000, J.P. Morgan was acquired by Chase Manhattan Bank to form JPMorgan Chase & Co., one of the largest global banking institutions. Today, the J.P. Morgan brand is used to market certain JPMorgan Chase wholesale businesses, including investment banking, commercial banking and asset management. The J.P. Morgan branding was revamped in 2008 to return to its more traditional appearance after several years of depicting the "Chase symbol to the right of a condensed and modernized "JPMorgan".

Boards & Committees
Member, Board of Trustees
Prior

Founded in 1819, Colgate University is a highly selective residential liberal arts institution distinguished by academic excellence and interdisciplinary inquiry. Located on a beautiful campus in upstate New York, Colgate takes pride in the active engagement of its students and faculty in local, national, and global communities.

Member, Finance Committee
Prior

American Folk Art Museum is an American nonprofit company located in New York, NY, that operates museum.

Non-Profit Donations & Grants

Learn how non-profit organizations benefit from RelSci
$1,000 - $4,999
2018

The Seeing Eye, Inc. provides dog guide school services. It teaches seeing eye dogs to guide blind people, breeds and raises the dog, instructs blind people in the proper use and care of the dogs and educates the public about the role of dog guides and the capability of blind people for independent living. The company was founded by Dorothy Harrison Eustis in 1929 and is headquartered in Morristown, NJ.

$1,000 - $1,786
2017

The University of Pittsburgh is among the nation's oldest and most distinguished comprehensive universities, with a wide variety of high-quality programs in the arts and sciences as well as professional fields. Pitt is a member of the Association of American Universities (AAU), which comprises 62 preeminent doctorate-granting research institutions in North America

$500 +
2015

The Brain and Behavior Research Foundation is committed to alleviating the suffering caused by mental illness by awarding grants that will lead to advances and breakthroughs in scientific research.

Political Donations
$2,700
2017

Former Representative from the 25th District at New Jersey General Assembly

$600
2016

Former Representative from the 25th District at New Jersey General Assembly

$2,700
2015

Former Representative from the 25th District at New Jersey General Assembly

Transactions
Details Hidden

JPMorgan Chase & Co. purchases Bank One Corp.

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