Sandy Herzlich Tapped to Lead Retirement Strategy at The American College of Financial Services
Veteran financial services executive will work across the institution to deliver a differentiated approach to applied retirement knowledge and education
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September 21, 2023
KING OF PRUSSIA, PA – September 21, 2023 – As The American College of Financial Services begins to operationalize its centennial strategy, President and CEO George Nichols III, CAP®, announced the addition of Sandy Herzlich as Vice President, Retirement Strategy. Leading retirement planning knowledge and education for financial professionals is one of The College’s recently unveiled strategic focus areas that will center the 96-year-old institution’s initiatives and impact leading into its 100th anniversary in 2027.
Herzlich’s appointment adds a near-30-year industry veteran in a key role to develop and operationalize a comprehensive plan to educate financial professionals and consumers on the foundational and specialized concepts needed to improve retirement outcomes for more Americans.
“Sandy’s distinguished career is one of business accomplishments, but more importantly, client success,” said Nichols. “As a financial consultant and business development leader, he understands how financial advisors position themselves for growth. And as a firm partner and managing director, he understands the business of financial services and how professionals can best serve the holistic retirement needs of their clients.”
Herzlich has worked for several nationally-known financial institutions – Merrill Lynch and Vanguard – but he made his mark at Pitcairn, a $7B+ multi-family office based in Jenkintown, Pennsylvania. Over his 18 years at the firm, he ultimately led the entire 19-person relationship management and client support team responsible for 24 ultra-high-net-worth families. These responsibilities included managing liquidity events, business succession, in-depth estate, retirement and tax plans, and the complexities unique to families of significant wealth.
Starting from September 18, Herzlich reports to Jared Trexler, Senior Vice President, Chief Marketing and Strategy Officer.
“Sandy has worked directly with families of various wealth and complexity to shape the trajectory of their financial futures. He understands the central arch retirement plays across an individual’s financial life and that it doesn’t begin at a certain age or asset threshold,” Trexler said. “He’s seen what works - but perhaps more importantly, what hasn’t. That institutional knowledge, married with his experience accelerating growth, is the skill set we’re looking for to make a significant impact to benefit society.”
At Vanguard, Herzlich was responsible for sourcing, qualifying, and building the high-net-worth client base for discretionary asset management services and trustee business. He also spent four years as a partner at a Registered Investment Advisor in Berwyn, Pennsylvania and another three years at Merrill Lynch.
“Preparing for, planning and implementing a successful retirement strategy is a key financial objective for most Americans, regardless of wealth. I’m excited to join The American College of Financial Services in building the preeminent resource for comprehensive retirement planning and execution for both advisors and consumers,” said Herzlich. “The College’s nearly century-long history of providing unbiased, non-product driven education makes it the ideal platform for delivering holistic retirement planning to produce better individual outcomes.”
Prior to his career in financial services, Herzlich’s professional leadership began in the consumer-packaged goods industry. He joined Procter & Gamble out of college and joined Ralston Purina in 1988. He eventually led sales, localized marketing, logistics, operations, personnel and training for a 100+ employee unit amassing $500 million in annual revenue.
ABOUT THE AMERICAN COLLEGE OF FINANCIAL SERVICES
Founded in 1927, The American College of Financial Services is the nation’s largest nonprofit educational institution devoted to financial services professionals. Holding the highest level of academic accreditation, The College has educated over 200,000 professionals across the United States through certificate, designation, and graduate degree programs. Its portfolio of applied knowledge also includes just-in-time learning and consumer financial education programs. The College’s faculty represents some of the foremost thought leaders in the financial services industry. Visit TheAmericanCollege.edu and connect with us on LinkedIn, Twitter, Instagram, Facebook, and YouTube. Discover all the ways you can expand your opportunities with us.
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