Vice President and Senior Consultant
Mr. Sherman is a Vice President and Senior Consultant in Segal Marco Advisors’ New York office. He currently serves as lead consultant to several Taft-Hartley, public and corporate clients. Mr. Sherman helps clients develop investment policy statements, select investment managers and custodians and evaluate investment performance. He also advises clients on asset allocation strategy. Mr. Sherman provides investment consulting services to defined benefit, defined contribution, and other types of investment programs.
Prior to joining Segal Marco Advisors, Mr. Sherman worked for Oppenheimer & Co’s equity research department.
Mr. Sherman graduated from Boston University’s School of Management with a BSBA in Finance. He holds the Chartered Financial Analyst (CFA) designation and is a member of the New York Society of Security Analysts.