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 and 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 USS Independence.
B.A. in Accounting, University of Washington
Personal Financial Planning Program, University of California, Berkeley