Sherri joined Cornerstone Capital Advisors in February of 2011 and is presently on our Portfolio Administration team.  She works closely with Investor Solutions and Wealth Management clients as well as the Trusted Advisor on all aspects of account administration, trading and reporting.

Sherri has been in the financial services industry since 2001. Her experience includes working for a broker dealer as their Compliance Specialist and as a Senior Administrative Assistant for several years at a wealth management firm. She earned a Bachelor of Science degree in Finance from The University of Akron. Sherri is also a member of the Financial Planning Association and is currently pursuing the CERTIFIED FINANCIAL PLANNER™ (CFP) designation.