- Director Current · dates not published
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Executive record
Alpha ID: alpha:person:erik-m-herzfeldVersion: public-0As of: 2026-10-01
Not yet claimed9 published Claims3 sources
- Director
Leadership, in context.
Connect capital, control, accountability, and evidence.
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ResponsibilitiesInspect board appointments and committee mandates.ExperienceReview career history and qualifications in context.Economic interestsExamine disclosed incentives and ownership.Key Claims
Biography
President of Thomas J. Herzfeld Advisors, Inc. and portfolio manager since 2007. Previously served in quantitative research and trading with Lehman Brothers and JPMorgan, where he was Vice President in New York and Asia.
Alpha editorial summary written from the cited sources below. It does not change any Claim on this record.
Board service
Boards
Claims
Executive career
- Dates not publishedExecutive title: President · Organization not publishedHERZ DEF 14A director slate
Claims
Compensation
Compensation coverage
No published Claims are available in this section of the public record. This does not establish that the information is undisclosed or that no relevant facts exist.
Review evidence coverageConflicts and accountability
Alpha has not published independence, related-party, proceedings or disciplinary Claims for this record. This is not a finding that none exist.
Only disclosed facts and public registers appear here. Executive records carry no credit, personal litigation, background screening or underwriting views. None observed is not a clearance.
Evidence, history and coverage
Additional published Claims
Published evidence records
3 evidence records, matching Agent View. Records may refer to different locations or observations in the same document. This count is not a count of independent corroborating sources.
HERZ DEF 14A director slate
sec filing · Source published: Oct 14, 2025 · Retrieved: May 16, 2026
Supports 7 claims
- AI and ML experience: AI and ML experience: not identified in the cited filing · Claim reviewed: May 16, 2026
- Board role: Board role: Director · Claim reviewed: May 16, 2026
- Committee assignments: No committee assignment disclosed in the cited filing · Claim reviewed: May 16, 2026
- Cybersecurity experience: Cybersecurity experience: not identified in the cited filing · Claim reviewed: May 16, 2026
- Executive company: Executive at Thomas J. Herzfeld Advisors, Inc. · Claim reviewed: May 16, 2026
- Executive title: Executive title: President · Claim reviewed: May 16, 2026
- Technology background: Technology background reported in filings · Claim reviewed: May 16, 2026
Open source
sec proxy · Source published: Oct 14, 2025 · Retrieved: Apr 28, 2026
Supports 1 claim
- Professional Role: Director at Herzfeld Credit Income Fund, Inc · Claim reviewed: May 16, 2026
Open source
public source · Source published: Date unavailable · Retrieved: Date unavailable
Supports 1 claim
- Board membership: Serves on the board of Herzfeld Credit Income Fund, Inc · Claim reviewed: May 16, 2026
No published record changes are available in this projection.
Identity
unclaimed
Evidence
source reported
Evaluation
Unknown
Monitoring
Unknown
Authority
Unknown
Freshness
Observed 2026-10-01
- Biography
- published
- Board service
- published
- Executive career
- published
- Education and qualifications
- not observed
- Compensation
- not observed
- Conflicts and accountability
- not observed
- Background screening
- out of scope