About
Sheryl
Sheryl provides a broad range of technical and client management support on the CRM and Private Funds business, and she backs up the New Accounts and Client Service Associate teams. She joined Focus Partners Wealth in 2026, having previously worked at Kovitz. She has more than 15 years of experience as a documentation manager at various Financial Institutions including BNY Mellon, ADM Investor Services Inc, Jefferies LLC, MF Global Inc, and Merrill Lynch.
In her spare time, Sheryl enjoys all outdoor activities, including biking, hiking, skiing, and canoeing. She also enjoys long drives and traveling the world with her husband Sean and three children, Cian, Adelaide, and Quinton.
Education and Professional Milestones
University of Kansas – bachelor’s degree
Sheryl provides a broad range of technical and client management support on the CRM and Private Funds business, and she backs up the New Accounts and Client Service Associate teams. She joined Focus Partners Wealth in 2026, having previously worked at Kovitz. She has more than 15 years of experience as a documentation manager at various Financial Institutions including BNY Mellon, ADM Investor Services Inc, Jefferies LLC, MF Global Inc, and Merrill Lynch.
In her spare time, Sheryl enjoys all outdoor activities, including biking, hiking, skiing, and canoeing. She also enjoys long drives and traveling the world with her husband Sean and three children, Cian, Adelaide, and Quinton.
Education and Professional Milestones
University of Kansas – bachelor’s degree