Experience 31 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. She is also a member of the firm’s ESG Committee.
Sheri joined GW&K from Trilogy Global Advisors where she worked as a senior client service manager. Previously, Sheri worked with Trusco Capital 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.
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.