Experience 33 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. 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.
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