Experience 34 Years
Sheri is a member of our client services team responsible for supporting our institutional clients with the implementation of their long-term investment strategy and assuring that all aspects of account management run smoothly. A veteran in institutional client service, Sheri has worked with corporate, endowment, foundation, public, and multi-employer clients of all sizes. Additionally, in her role as ESG specialist, Sheri assists the firm in further establishing and achieving its ESG objectives. As co-chair of the firm’s ESG Committee she is responsible for overseeing the firm’s ESG practices, including GW&K’s policies and procedures, third-party services, and addressing any ESG-related issues. Sheri is also a member of the firm’s Diversity Equity & Inclusion Committee.
Sheri joined GW&K from Trilogy Global Advisors where she worked as a senior client service manager. Previously, Sheri worked with TruscoCapital Management as a client service manager servicing both defined contribution and defined benefit plans.
. Sheri received an MBA in Finance from Stetson University and a BS in Business Administration from the University of Florida. She also holds the CFA Institute Certificate in ESG Investing.
People and Culture. Each day we strive on an individual and collective basis to make both GW&K and each other’s lives better. And we succeed – one kind word, one helpful exchange, one smile at a time.