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Seth Yerk
Seth Yerk
Wealth Advisor Associate
Senior Vice President
New York, NY

Biography

Seth A. Yerk, CFA, Senior Vice President, joined the firm in 2004. He is a Wealth Advisor Associate in the Hahn Wealth Advisory Group. The Hahn Wealth Advisory Group manages approximately $1.3 billion of assets for entrepreneurs, business owners, corporate executives, and their related charitable endeavors. Seth is responsible for the design, implementation, and monitoring of customized investment solutions for these clients. Prior to this role, he held positions within the firm’s Investment Strategy Group and the Neuberger Berman Trust Company. In these roles he was involved in helping solve for a wide variety of investment management, trust and estate planning and taxation needs. He was also a member of the Neuberger Berman Trust Company Investment Committee. Seth is a member of the CFA Institute, CFP Board, Investment Management Consultants Association, and the New York Society of Security Analysts. He is also a Member of the Board for Total Alignment Charitable, which provides pro-bono financial education and planning for underprivileged and elderly residents of the greater New York City metro area as well as the Investment Committee for Total Alignment Charitable. He received a BS in Finance and Accounting from Lehigh University, graduating with honors. In 2008 he was awarded the Chartered Financial Analyst designation.

“Helping clients invest their wealth is both a privilege and an opportunity. It is a privilege to be entrusted with helping steward the legacy that you worked in earnest to establish. It is an opportunity to grow alongside you throughout all phases of life as your investment needs and circumstances change. Honoring the intersection of these virtues is at the core of our practice. Our commitment to you and your family is one of a resolute partnership designed to help you achieve your financial objectives.”

Seth A. Yerk, Wealth Advisor Associate

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