Loic Hermans
Miami,Florida
Summary
Tactical investment associate with Series 7/66 licenses, specializing in portfolio enhancement through asymmetric opportunities and macro-driven strategy. Known for forward-positioning portfolios in emerging sectors and strategic growth themes — consistently ahead of consensus through foresight and execution. Adept at integrating macroeconomic foresight into portfolio construction, bridging long-term vision with real-time market alignment to mitigate risk without sacrificing opportunity. Partners with advisory teams with sharp, client-aligned positioning — Aligning ideas to specific client goals and objectives. Experienced in supporting FA teams across international onboarding, compliance, suitability, and asset allocation. Recognized for precision, client-centric delivery, and cross-border perspective. Driven by a clear mission: elevate wealth through clarity, insight, and world-class execution.
Overview
4
4
years of professional experience
Work History
Registered Wealth Management Client Associate
Bank of America Merrill Lynch
09.2021 - Current
- Facilitated portfolio strategy discussions with financial advisors, synthesizing client objectives, risk profiles, and market outlooks to recommend tactical asset allocations and investment modelss
- Leveraged CIO outlooks, macroeconomic trends, and independent research to drive forward-looking portfolio positioning. — enabling advisors to stay ahead of market shifts and align strategies with evolving client needs.
- Supported international client relationships across LATAM and Europe, identifying cross-border investment parallels and navigating multi-currency considerations to align offshore portfolios with strategic U.S. opportunities.
- Transformed complex market narratives into actionable insights — delivering high-conviction investment ideas, custom asset screens, and tailored performance analysis that empowered advisors to deepen client trust and drive results.
Skills
- Portfolio Construction & Strategic Asset Allocation
- Precision Trade Capture (Error-Free Order Entry)
- Macroeconomic & Market Trend Analysis
- Equities & Options Strategy Fixed Income Fundamentals
- Client Suitability & Investment Risk Profiling
- Portfolio Optimization & Risk Alignment
- Cross-border Wealth Structuring
- Bloomberg Terminal
- FactSet
- Microsoft Office Suite (Excel, Outlook, Word, PowerPoint)
Licenses & Certifications
- FINRA Series 7 — General Securities Representative
- FINRA Series 66 — Uniform Combined State Law
- Securities Industry Essentials (SIE)
- Registered Agent & Investment Adviser Representative – Multi-State (incl. Florida)
Languages
French - Native / Bilingual
Portuguese Native / Bilingual
Spanish - Full Professional
Timeline
Registered Wealth Management Client Associate
Bank of America Merrill Lynch
09.2021 - Current
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