With nearly two decades of experience as a financial professional, Sherry has built a strong reputation for delivering comprehensive wealth management to high net worth and ultra-high net worth clients. Sherry believes true wealth management is providing thoughtful, comprehensive solutions that deliver real value to her clients. Sherry is a Senior Portfolio Manager, a designation awarded by UBS to a small group of the most experienced advisors.
Sherry is the leader of a dynamic, tight-knit team, and also holds numerous leadership positions both within the firm and outside of work. She has been named as Forbes' Top 200 Women Wealth Advisors, is a former member of the UBS Financial Advisor Advisory Council, and currently sits on the Advisory Council for All Bar None, UBS’ Women’s Network. Additionally, Sherry serves on the boards of Invest In Girls, a non-profit that delivers financial literacy programs to high school girls, and The Warhawk Air Museum, a non-profit dedicated to honoring veterans for their service.
Sherry hails from California, and enjoys traveling, hiking, philosophy, and her adopted dachshund, Dashel.