Profil
Ms. Williams joins Golub Group,Inc from Bank of New York Mellon Corporation, who in 2001 acquired Van Deventer and Hoch, where she was a partner and had worked since 1990.
Sherry has a BS in Sociology with minors in Business and English, a certificate in personal financial planning from the University of California, Los Angeles and is a Certified Financial Planner.
Sherry is also a member of the CFA Society of Los Angeles, the CFA Institute and the Financial Planning Association.
Sherry resides in Pasadena with her husband of 15 years and their two boys.
She is active with the Barnhart School in Arcadia and is on the Pasadena American Little League board and on the Planned Giving committee of Arcadia Methodist Hospital.
Anciens postes connus de Sherry E. Williams
| Sociétés | Poste | Fin |
|---|---|---|
The Bank of New York Mellon Corp. (Wealth Management)
The Bank of New York Mellon Corp. (Wealth Management) Investment ManagersFinance BNY Mellon Wealth Management believes that consistently superior returns can be achieved through a focus on superior stock selection. The firm combines asset classes that unite long-term views, short-term insights and a robust design to help clients successfully achieve their goals in a variety of market environments. | Gestionnaire de Portefeuille-Actions | 30/06/2007 |
| BANK OF NEW YORK MELLON CORPORATION (THE) | Corporate Officer/Principal | - |
Summitry LLC
Summitry LLC Investment ManagersFinance Summitry is a long-only, bottom-up investor that invests in high-quality equities and fixed income securities with an eye toward capital preservation and growth. The firm purchase securities when they believe the current market value is safely below their estimate of intrinsic value. Summitry considers broad economic conditions and the particular attributes of the security to make a judgment to sell. | Corporate Officer/Principal | - |
Formation de Sherry E. Williams
Expériences
Fonctions occupées
Actives
Inactives
Sociétés cotées
Entreprise privées
Sociétés liées
| Entreprise privées | 4 |
|---|---|
The Bank of New York Mellon Corp. (Wealth Management)
The Bank of New York Mellon Corp. (Wealth Management) Investment ManagersFinance BNY Mellon Wealth Management believes that consistently superior returns can be achieved through a focus on superior stock selection. The firm combines asset classes that unite long-term views, short-term insights and a robust design to help clients successfully achieve their goals in a variety of market environments. | Finance |
Summitry LLC
Summitry LLC Investment ManagersFinance Summitry is a long-only, bottom-up investor that invests in high-quality equities and fixed income securities with an eye toward capital preservation and growth. The firm purchase securities when they believe the current market value is safely below their estimate of intrinsic value. Summitry considers broad economic conditions and the particular attributes of the security to make a judgment to sell. | Finance |
The Bank of New York Mellon Corp.
The Bank of New York Mellon Corp. Investment Banks/BrokersFinance Provides securities, investment and wealth management services | Finance |
University of California, Los Angeles
University of California, Los Angeles Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
















