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Biography

Sherman is a Senior Associate based in the San Francisco office. Sherman provides support in all matters pertaining to client relations and account administration. He maintains clients’ transactions and activities, prepares client reports, and supports various portfolio management-related activities and projects.

Prior to joining Cerity Partners, Sherman was a Senior Client Associate at B|O|S overseeing the daily trade execution and reconciliation of all the firm’s investments. Following his graduation from college, he joined the U.S. Navy and became a Supply Corps Officer, administering the computation and maintenance of payroll and pay accounts onboard the aircraft carrier USS Independence.

 

Learn more about my practice.

Education

  • B.A. in Accounting from the University of Washington
  • MBA from Seattle University

Highlights

  • Completed the Personal Financial Planning Certificate Program at the University of California, Berkeley

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By submitting the form, you acknowledge that we collect your name, email address and phone number to respond to your inquiries and provide you information about our products and services in accordance with our Privacy Policy. If you are a California resident, please see our CCPA Notice to California Residents.