Senior Vice President
Sheryl leads a team of relationship managers focused on trusts, multi-generational wealth and privately held businesses. She also leads the business advisory practice.
She has more than 35 years of professional experience in investment management, business advisory, strategy and financial planning. She has enjoyed serving individual, family office, endowment & foundation and corporate clients throughout her career.
Sheryl attended Duquesne University and earned both a bachelor’s degree and Master of Business Administration (MBA). Her passion for continuous learning led to a Certificate in Negotiation from Harvard Law School and achieving the Certified Exit Planning Advisor (CEPA®) and Certified Exit Planner (CExP®) designations. Sheryl is frequently a guest lecturer for the Business Enterprise Institute.
Outside of work Sheryl is active in the community, serving on the Knoxville Museum of Art Board of Trustees and on the Finance committee, the Knoxville Opera Guild and on Zoo Knoxville’s Zoofari Committee. She previously served on the Knoxville Symphony Orchestra Board of Directors and the Knoxville Opera Board of Directors and Camerata Board.