Core Offerings
Your Family Office Business ManagementSelect Client Specializations
Business Owners Executives Professionals Entertainers & Athletes Institutions – OCIO SolutionsYour Family Office
Business Management
Business Owners
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Business Transition Planning
From deal structure to transaction value to post-sale lifestyle and family legacy, we have the advice and resources you need.
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Business Management
Business owners know what it takes to run their business, and they choose The Colony Group as their financial engine.
Executives
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Maximizing the Rewards
Our team brings years of experience in helping you achieve financial independence. We have answers across equity compensation, investment strategies, risk management, estate and tax planning, legacy planning, and lifestyle enrichment.
Professionals
Entertainers & Athletes
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Entertainers
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Business Management
Our Business Management team specializes in business management, tour accounting and budgeting, royalties and publishing, and tax planning for some of the biggest names in entertainment. Beyond financial concerns, we are your advocate and find solutions for even the most obscure moments that arise in your life.
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Business Management
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Athletes
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Career Phase Strategies & Business Management
Coming into sudden wealth can be overwhelming. Our advisors work with athletes and their families, helping to define your values and building sound financial plans to achieve your goals. From rookies to veteran players and life after the whistle, we manage the details for you along your journey.
-
Career Phase Strategies & Business Management
Institutions – OCIO Solutions
Core Offerings
Your Family Office Business ManagementSelect Client Specializations
Business Owners Executives Professionals Entertainers & Athletes Institutions – OCIO SolutionsYour Family Office
Business Management
Business Owners
-
Business Transition Planning
From deal structure to transaction value to post-sale lifestyle and family legacy, we have the advice and resources you need.
-
Business Management
Business owners know what it takes to run their business, and they choose The Colony Group as their financial engine.
Executives
-
Maximizing the Rewards
Our team brings years of experience in helping you achieve financial independence. We have answers across equity compensation, investment strategies, risk management, estate and tax planning, legacy planning, and lifestyle enrichment.
Professionals
Entertainers & Athletes
-
Entertainers
-
Business Management
Our Business Management team specializes in business management, tour accounting and budgeting, royalties and publishing, and tax planning for some of the biggest names in entertainment. Beyond financial concerns, we are your advocate and find solutions for even the most obscure moments that arise in your life.
-
Business Management
-
Athletes
-
Career Phase Strategies & Business Management
Coming into sudden wealth can be overwhelming. Our advisors work with athletes and their families, helping to define your values and building sound financial plans to achieve your goals. From rookies to veteran players and life after the whistle, we manage the details for you along your journey.
-
Career Phase Strategies & Business Management
Institutions – OCIO Solutions
Focus Areas:
Retirement Planning
Investment Strategies
Sustainable Investing Solutions
Client Specialty:
Business Owners
Retirees
Women in Transition
Sheryl is a Senior Wealth Advisor and Principal at The Colony Group, providing comprehensive wealth management advice to high-net-worth individuals and business owners. She is also an advocate for Colony’s Her Wealth® initiative and its efforts to empower women with the confidence and financial resources that can help them take control of their finances.
Prior to joining Blue Water Advisors, which merged with The Colony Group in 2018, Sheryl spent over thirty years in institutional investment management, with a focus on leveraged finance. Most recently she was Managing Director and founding partner of Navigare Partners and, prior to that, Senior Vice President and High Yield Portfolio Manager of Alliance Capital (now Alliance Bernstein).
Sheryl earned her Bachelor of Science in Economics from the Wharton School of the University of Pennsylvania and an MBA from the University of Chicago Booth School of Business. She is a CERTIFIED FINANCIAL PLANNER™ practitioner and holds the Chartered Financial Analyst® designation. Sheryl is a member of the CFA Institute, the New York Society of Security Analysts, the Financial Planning Association of Long Island and the Penn Club of Long Island.
Sheryl’s passions outside of work include taking Pilates and cycling classes, playing Canasta, reading novels, going to the theater, and spending time with family and friends.
Published Insights
Curated by Colony
Curated by Colony: Financial Literacy Media Recommendations
April 12, 2024
In honor of Financial Literacy Month, we wanted to share the top financial resources recommended by some of our advisors at The Colony Group. This curated collection offers something...
Topical Viewpoints
Q3 2023 Market Outlook Webinar Recording
July 28, 2023
For two years, the collective gaze of investors and economists has remained fixated on a monthly assessment of economic conditions and Federal Reserve policy. However, it is crucial for...
Creating Wealth
Smart Saving Strategies for Millennials and Gen Z
April 3, 2023
Learn smart ways to save and grow your wealth in your 20s and 30s when you think you don’t have any money to put aside If the pandemic taught...
THE COLONY GROUP ANNOUNCES PROMOTION OF SEVEN NEW PRINCIPALS
May 17, 2022
The Colony Group, an independent, national wealth and business management firm with approximately $20 billion in assets under management, is pleased to announce the promotion of seven new principals:...