Sharon has worked in the trust and investment services industry throughout her entire professional career. Most recently, Sharon was a partner in an independent registered investment advisory firm. Prior to that, Sharon was an officer and portfolio manager with two independent trust companies that, separately, were both acquired by bank holding companies. Having experienced both the independent and bank holding company trust model has given Sharon the benefit of firsthand experience with the opportunities that are only available with an independent trust company. Sharon works extensively with individuals and families as well as institutions in structuring portfolios to meet their individual investment objectives.
Education and Certifications
- Bachelor of Arts in Business Administration, Drury University
- Master of Business Administration, Drury University
Interests and Activities
Sharon enjoys travel, gardening, spending time with family and friends, and walks with her dog, Clancy.