Debra H. Sherman, CTFA
As a member of the firm’s Investment Strategy Group, Andy works closely with the portfolio management team and Wealth Advisors to provide investment and market research. In his role as research analyst, he monitors global economic activities, providing commentary to his fellow team members. Andy’s responsibilities include research and due diligence of investment strategies, fund managers and individual equity securities.
Andy enjoys collaborating with his fellow team members on portfolio management decisions. For Andy, the most rewarding aspect of his role is helping clients to achieve their financial goals.
Professional Accreditations & Education
BS Business/Finance, Indiana University, Bloomington
- CFA Institute
- CFA Society of Philadelphia