Sherry E. Williams
Profile
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.
Former positions of Sherry E. Williams
| Companies | Position | End |
|---|---|---|
The Bank of New York Mellon Corp. (Wealth Management)
 The Bank of New York Mellon Corp. (Wealth Management) Investment ManagersFinance The Bank of New York Mellon Corp. (Wealth Management) (BNY Mellon Wealth Management) is the wealth management division of The Bank of New York Mellon Corp. (NYSE: BK), an investment banking services holding company headquartered in New York City. The firm was formed from the merger of The Bank of New York and the Mellon Financial Corporation in 2007. BNY Mellon Wealth Management provides investment management, wealth management and banking services to individuals, families, family offices, charitable gift programs, endowments and foundations. | Portfolio Manager-Equities | 2007-06-29 |
| BANK OF NEW YORK MELLON CORPORATION (THE) | Corporate Officer/Principal | - |
Summitry LLC
 Summitry LLC Investment ManagersFinance Summitry LLC is an independent, SEC-registered investment advisor headquartered in Foster City, California. The firm was founded by Colin Higgins and Mike Golub in 2003 as The Golub Group LLC and became Summitry LLC in 2020. Summitry provides financial planning and portfolio management services for individuals, families, registered investment advisors, foundations, and select institutions. | Corporate Officer/Principal | - |
Training of Sherry E. Williams
| University of California, Los Angeles | Undergraduate Degree |
Experiences
Positions held
Linked companies
| Listed companies | 1 |
|---|---|
| BANK OF NEW YORK MELLON CORPORATION (THE) | Finance |
| Private companies | 2 |
|---|---|
The Bank of New York Mellon Corp. (Wealth Management)
The Bank of New York Mellon Corp. (Wealth Management) Investment ManagersFinance The Bank of New York Mellon Corp. (Wealth Management) (BNY Mellon Wealth Management) is the wealth management division of The Bank of New York Mellon Corp. (NYSE: BK), an investment banking services holding company headquartered in New York City. The firm was formed from the merger of The Bank of New York and the Mellon Financial Corporation in 2007. BNY Mellon Wealth Management provides investment management, wealth management and banking services to individuals, families, family offices, charitable gift programs, endowments and foundations. | Finance |
Summitry LLC
Summitry LLC Investment ManagersFinance Summitry LLC is an independent, SEC-registered investment advisor headquartered in Foster City, California. The firm was founded by Colin Higgins and Mike Golub in 2003 as The Golub Group LLC and became Summitry LLC in 2020. Summitry provides financial planning and portfolio management services for individuals, families, registered investment advisors, foundations, and select institutions. | Finance |
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