About Sheryl
Sheryl provides comprehensive wealth management advice to high-net-worth individuals and business owners. She is also an advocate for Focus Partners Wealth’s Her Wealth® initiative and its efforts to empower women with the confidence and financial resources that can help them take control of their finances.
Sheryl is a member of the CFA Institute, the New York Society of Security Analysts, the Financial Planning Association of Long Island, and the Penn Club of Long Island. Sheryl’s passions outside of work include taking Pilates and cycling classes, playing Canasta, reading novels, going to the theater, and spending time with family and friends.
Education and Professional Milestones
-Wharton School of the University of Pennsylvania - bachelor of science in economics
-University of Chicago Booth School of Business - MBA
-Over 30 years in institutional investment management, with a focus on leveraged finance
-Has held roles as managing director and founding partner of Navigare Partners and senior vice president and high yield portfolio manager of Alliance Capital (now Alliance Bernstein)
Sheryl provides comprehensive wealth management advice to high-net-worth individuals and business owners. She is also an advocate for Focus Partners Wealth’s Her Wealth® initiative and its efforts to empower women with the confidence and financial resources that can help them take control of their finances.
Sheryl is a member of the CFA Institute, the New York Society of Security Analysts, the Financial Planning Association of Long Island, and the Penn Club of Long Island. Sheryl’s passions outside of work include taking Pilates and cycling classes, playing Canasta, reading novels, going to the theater, and spending time with family and friends.
Education and Professional Milestones
-Wharton School of the University of Pennsylvania - bachelor of science in economics
-University of Chicago Booth School of Business - MBA
-Over 30 years in institutional investment management, with a focus on leveraged finance
-Has held roles as managing director and founding partner of Navigare Partners and senior vice president and high yield portfolio manager of Alliance Capital (now Alliance Bernstein)