Stuart H. Herskowitz, CRC, AIF®
860.856.2071
Senior Vice President,
Client Relations
Professional Qualifications
- Certified Retirement Counselor (CRC)
- Accredited Investment Fiduciary®
Stuart Herskowitz is Senior Vice President of the Hooker & Holcombe Companies. Stuart is instrumental in coordinating and transitioning new client engagements to H&H. Stu actively consults with both public and private sector employers on a range of institutional retirement plan issues. As a principal in the firm, he plays a leading role in the strategic planning of the H&H Companies.
Experience
Stuart has more than 25 years of experience in the retirement plan arena. He began his career in employee benefits as a defined benefit pension consultant focusing on institutional retirement plans and associated issues. He was also a practice leader for a regional New England employee benefit consulting firm. Stuart’s specialties include retirement plans, executive retirement plans and communications. He works with tax exempt and private sector employers. As an Accredited Investment Fiduciary (AIF®), Stuart also consults with clients to review and assess their fiduciary processes and practices.
Education
Stuart has a Bachelor of Science degree in Chemistry from William Paterson College. He holds the Series 6, 26 and 65 securities licenses.
Securities are offered through Mid Atlantic Capital Corporation ("MACC") a registered broker dealer, Member FINRA/SIPC. Investment advice is offered through Hooker & Holcombe Investment Advisors, Inc. (HHIA), an SEC Registered Investment Advisor. Hooker & Holcombe, Inc., Hooker & Holcombe Retirement Services, Inc. and HHIA are not a subsidiary or control affiliate of MACC.