Sheryl joined Kovitz in 2022 as a Client Service & Operations Associate. She works with the Wealth Management team providing a broad range of technical and client management support on the firm’s CRM and Private Funds business along with backing up the New Accounts and Client Service Associate teams. Sheryl brings with her over 15 years of experience as a Documentation Manager at various Financial Institutions including BNY Mellon, ADM Investor Services Inc, Jefferies LLC, MF Global Inc, and Merrill Lynch.
In her spare time, Sheryl enjoys all outdoor activities including: biking, hiking, skiing, and canoeing. She also enjoys long drives and traveling the world with her husband Sean and three children Cian, Adelaide, and Quinton.