- BA in Accounting, University of Washington
- Personal Financial Planning Certificate at the University of California, Berkeley
Sherman oversees the daily trade execution and reconciliation of all the firm’s investments. Additionally, he is responsible for maintaining his clients’ transactions and activities, preparing client reports and supporting various portfolio management-related activities/projects. He has worked in the investment industry since 1998.
Following his graduation from college, Sherman joined the U.S. Navy and became a Supply Corps Officer, where he administered the computation and maintenance of payroll and pay accounts onboard the aircraft carrier, U.S.S. Independence.
Sherman lives in San Francisco.