Erik M. Herzfeld

President & Portfolio Manager

Erik M. Herzfeld, President, is Portfolio Manager for our Separately Managed Accounts, Co-Portfolio Manager of The Virtus Herzfeld Fund, and President & CEO of The Herzfeld Caribbean Basin Fund, Inc.  Before joining the firm, Erik had a decade of Wall Street experience in the equity and foreign exchange/currency derivatives markets.  Erik served in quantitative research, trading and management roles with both Lehman Brothers and JP Morgan, based in New York and Asia.  He headed the Specialized Risk Trading (SRT) group which managed a $200 billion derivatives book for JPM out of Singapore.  Erik is the creator of the Bloomberg-JP Morgan Asia Currency Index "ADXY" (FX basket). He is fluent in Japanese.  His Master's thesis at MIT, "Static Replication of Interest Rate Contingent Claims," was supervised by thesis advisor Professor Andrew Lo.  Erik began his career in the investment industry in 1998, and holds FINRA Series 66.


Johns Hopkins, B.A. in Economics, concentration in Applied Mathematics

MIT Sloan School of Management, S.M., Financial Engineering  

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