Sheryl is a Principal and Senior Wealth Advisor with Focus Partners Wealth, providing comprehensive wealth management advice to high-net-worth clients. She also helps lead the firm’s Her Wealth initiative in its effort to provide exceptional support and advice to female clients, especially those ...
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Sheryl is a Principal and Senior Wealth Advisor with Focus Partners Wealth, providing comprehensive wealth management advice to high-net-worth clients. She also helps lead the firm’s Her Wealth initiative in its effort to provide exceptional support and advice to female clients, especially those dealing with change. Through Focus Partners Wealth, Sheryl and her team deliver a vast array of relevant services including investment management, tax planning, multi-generational gifting and wealth transfers, family wealth education, family governance, philanthropic advice and business management.
Sheryl earned a B.S. in Economics from The Wharton School of the University of Pennsylvania and an M.B.A. from The University of Chicago Booth School of Business. She is a CFA® charterholder and a CFP®. In her free time, she enjoys indoor rowing, reading historical fiction, attending the theater, and spending time with her family and friends.Sheryl is a Principal and Senior Wealth Advisor with Focus Partners Wealth, providing comprehensive wealth management advice to high-net-worth clients. She also helps lead the firm’s Her Wealth initiative in its effort to provide exceptional support and advice to female clients, especially those dealing with change. Through Focus Partners Wealth, Sheryl and her team deliver a vast array of relevant services including investment management, tax planning, multi-generational gifting and wealth transfers, family wealth education, family governance, philanthropic advice and business management.
Sheryl earned a B.S. in Economics from The Wharton School of the University of Pennsylvania and an M.B.A. from The University of Chicago Booth School of Business. She is a CFA® charterholder and a CFP®. In her free time, she enjoys indoor rowing, reading historical fiction, attending the theater, and spending time with her family and friends.
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