Harry Sherman
Boston,MA
Summary
Personable, creative, and motivated wealth advisor committed to helping clients meet financial goals. Direct experience developing and implementing planning strategies tailored to clients' individual needs and objectives, specifically with wealthy families and young professional athletes. Passionate about providing sound financial advice and helping clients reach financial goals using unique technical skillset having majored in Computer Science.
Sitting for CFP (Certified Financial Planner) exam in November 2023, and Massachusetts Insurance License (Producer Life) exam on Monday, July 17th, 2023.
Overview
6
6
years of professional experience
1
1
Certification
Work History
Associate Wealth Advisor
August Group Capital
Montreal, QC (Remote From Boston, MA)
01.2021 - Current
- Key member of three-person Planning Team overseeing financial obligations for 30 professional NHL/MLB athletes, entrepreneurs, and UHNW families; primary wealth advisor for 8 NHL clients and back-end service coordinator 17 total clients
- Act as liaison between clients’ and all support professionals: agents, brokers, bankers, lawyers, investment managers, etc
- Assist clients on large purchase planning from start to finish, including budgeting, sourcing financing, insurance, management, etc.
- Developed and maintained detailed 12-month advanced excel based cashflow plans fundamental to helping clients reach their savings, investments, and net-worth building goals. Excel sheets linked to asset allocation sheets to give our investments team insights into clients’ liquidity.
- Educated clients on financial topics and best practices.
- Assist clients as they navigate trades and relocations; providing support for new living and financial arrangements
- Offered guidance to clients as they navigate complex decisions regarding disability, life, and P&C insurance.
- Endorsement Entity Management: Set up QuickBooks to maintain bookkeeping, invoicing, AR/AP, and tax prep for 4 client endorsement companies.
- Managed systems implementations: 1Password to securely store sensitive staff and client information; championed WealthBox CRM integration for day-to-day client management
- Developed Python program to recognize abnormalities in data feeds from our portfolio aggregation software
- Developed custom quarterly report inserts: Budgets, Savings Goals, Spending, Corporate Diagrams, & Endorsements
- Coordinated bill payments, capital calls, and various miscellaneous wire requests
Engineering Development Group Intern
Mathworks
Natick, MA
06.2020 - 09.2020
- Learned JavaScript and designed tool enabling researchers to export machine learning experiment results; achieved positive reviews from ML engineers
Chair of the Student Activities Funding Committee
Bowdoin College Student Government
Brunswick, ME
05.2018 - 05.2019
- Elected by student body
- Chaired Committee managing $700,000 student activities budget while sitting on executive team leading 35 elected student delegates
- Created first-ever Student Activities Funding Committee Digest: monthly spending report distributed to 1,900 students
Director of Hockey
Bowdoin College Men’s Hockey
Brunswick, ME
09.2017 - 02.2019
- Walk-on goalie to team junior year. Prior to walking on, reinvented role of Director of Hockey Operations to include road game logistics, pre-game equipment set-ups and checks, and analytics not included in box score.
- Cut game footage and developed JAVA program to track data in real-time that allowed coaches to analyze their own decisions regarding game-plan and lineup decisions.
- Awarded John E. Page Coaches Award for “outstanding contributions to hockey program, college, and community.”
Education
Bachelor of Arts - Computer Science and Education, Coordinate, History
Bowdoin College
Wealth Management Theory & Practice - undefined
Yale School of Management
Skills
- Advanced Microsoft Office Experience: Excel, Word, Lists, Powerpoint, Visio
- Interpersonal: Client Relationships, Partner Management, Financial Planning, Communication, Cash Flow Projection, Client Satisfaction
- Programming Languages: Python; Java; JavaScript, R, MATLAB; Excel; PowerPoint; Visio, MS Lists, MS Power Automate iMovie; xcode; Tableau
- Programming Languages: Python; Java; JavaScript, R, MATLAB; Excel; PowerPoint; Visio, MS Lists, MS Power Automate iMovie; xcode; Tableau
- Programming Languages: Python; Java; JavaScript, R, MATLAB; Excel; PowerPoint; Visio, MS Lists, MS Power Automate iMovie; xcode; Tableau
- Programming Languages: Python; Java; JavaScript, R, MATLAB; Excel; PowerPoint; Visio, MS Lists, MS Power Automate iMovie; xcode; Tableau
- Programming Languages: Python; Java; JavaScript, R, MATLAB; Excel; PowerPoint; Visio, MS Lists, MS Power Automate iMovie; xcode; Tableau
- Programming Languages: Python; Java; JavaScript, R, MATLAB; Excel; PowerPoint; Visio, MS Lists, MS Power Automate iMovie; xcode; Tableau
- Programming Languages: Python; Java; JavaScript, R, MATLAB; Excel; PowerPoint; Visio, MS Lists, MS Power Automate iMovie; xcode; Tableau
Certification
CFP (Certified Financial Planner) in progress. Sitting for Exam in November, 2023.
Massachusetts Insurance License (Producer Life) in progress. Sitting for exam on Monday, July 17th, 2023
Timeline
Associate Wealth Advisor
August Group Capital
01.2021 - Current
Engineering Development Group Intern
Mathworks
06.2020 - 09.2020
Chair of the Student Activities Funding Committee
Bowdoin College Student Government
05.2018 - 05.2019
Director of Hockey
Bowdoin College Men’s Hockey
09.2017 - 02.2019
Bachelor of Arts - Computer Science and Education, Coordinate, History
Bowdoin College
Wealth Management Theory & Practice - undefined
Yale School of Management