Mark Andrew Sherman
Chief Investment Officer at A.N. Culbertson & Co., Inc.
Profile
Mark Andrew Sherman is currently the Chief Investment Officer at A.N.
Culbertson & Co., Inc. Previously, he worked as the Chief Compliance Officer & President at Van Strum & Towne, Inc. from 1999 to 2020.
He also held positions as a Principal at RSM US LLP, a Research Associate at Banc of America Securities LLC, and a Research Associate at NationsBanc Montgomery Securities LLC.
Mr. Sherman received his undergraduate degree from Bridgewater College and his MBA from The College of William & Mary.
Mark Andrew Sherman active positions
Companies | Position | Start |
---|---|---|
A.N. Culbertson & Co., Inc.
A.N. Culbertson & Co., Inc. Investment ManagersFinance A.N. Culbertson & Co., Inc. (ANC) is an independent registered investment advisor headquartered in Charlottesville, Virginia. The firm was founded by Alan Culbertson in 1992. ANC offers wealth management services to individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, corporations, and other business entities. | Chief Investment Officer | - |
Former positions of Mark Andrew Sherman
Companies | Position | End |
---|---|---|
Van Strum & Towne, Inc.
Van Strum & Towne, Inc. Investment ManagersFinance Van Strum & Towne, Inc. (VST) is an independent, SEC-registered investment advisor and wealth management firm headquartered in San Francisco, California. Founded in 1927, VST provides investment counsel and wealth management services to high net-worth individuals, individuals, trusts, foundations, endowments, IRAs, 401(k) plans, partnerships, and pension and profit-sharing plans. | President | 31/08/2020 |
RSM US LLP
RSM US LLP Miscellaneous Commercial ServicesCommercial Services RSM US LLP engages in the provision of accounting services. It offers audit, tax, consulting, and wealth management services. The firm serves the energy, government, life sciences, manufacturing, private equity, and real estate and construction industries. The company was founded by Ira B. McGladrey in 1926 and is headquartered in Chicago, IL. | Corporate Officer/Principal | - |
NationsBanc Montgomery Securities LLC | Corporate Officer/Principal | - |
Banc of America Securities LLC
Banc of America Securities LLC Investment Banks/BrokersFinance Headquartered in Charlotte, North Carolina, Banc of America Securities (BAS) is the investment banking subsidiary of Bank of America Corp (NYSE: BAC). The firm provides both the domestic and international equity and investment banking markets, and pursues a strategy pioneered by Citigroup that combines corporate lending with investment banking advice and services. They provide high-yield debt underwriting and leveraged finance, in addition to industry coverage groups such as healthcare, media and telecom, financial institutions, real estate and gaming. BAS also does a significant amount of work for Financial Sponsors, or private equity firms, often financing leveraged transactions. Following the strategy of Goldman Sachs, the firm lacks a standalone mergers and acquisitions department, instead employing mergers and acquisitions senior bankers throughout the industry coverage groups. The firm is registered as a broker/dealer with the SEC, is a member of the NYSE, and the NASD. The use of Banc in the BAS's name is indicative of the fact that the company is not a bank, and their deposits and other holdings are not insured by the FDIC. | Corporate Officer/Principal | - |
Training of Mark Andrew Sherman
Bridgewater College | Undergraduate Degree |
The College of William & Mary | Masters Business Admin |
Experiences
Positions held
Connections
1st degree connections
1st degree companies
Male
Female
Members of the board
Executives
Linked companies
Private companies | 5 |
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Van Strum & Towne, Inc.
Van Strum & Towne, Inc. Investment ManagersFinance Van Strum & Towne, Inc. (VST) is an independent, SEC-registered investment advisor and wealth management firm headquartered in San Francisco, California. Founded in 1927, VST provides investment counsel and wealth management services to high net-worth individuals, individuals, trusts, foundations, endowments, IRAs, 401(k) plans, partnerships, and pension and profit-sharing plans. | Finance |
Banc of America Securities LLC
Banc of America Securities LLC Investment Banks/BrokersFinance Headquartered in Charlotte, North Carolina, Banc of America Securities (BAS) is the investment banking subsidiary of Bank of America Corp (NYSE: BAC). The firm provides both the domestic and international equity and investment banking markets, and pursues a strategy pioneered by Citigroup that combines corporate lending with investment banking advice and services. They provide high-yield debt underwriting and leveraged finance, in addition to industry coverage groups such as healthcare, media and telecom, financial institutions, real estate and gaming. BAS also does a significant amount of work for Financial Sponsors, or private equity firms, often financing leveraged transactions. Following the strategy of Goldman Sachs, the firm lacks a standalone mergers and acquisitions department, instead employing mergers and acquisitions senior bankers throughout the industry coverage groups. The firm is registered as a broker/dealer with the SEC, is a member of the NYSE, and the NASD. The use of Banc in the BAS's name is indicative of the fact that the company is not a bank, and their deposits and other holdings are not insured by the FDIC. | Finance |
NationsBanc Montgomery Securities LLC | Finance |
RSM US LLP
RSM US LLP Miscellaneous Commercial ServicesCommercial Services RSM US LLP engages in the provision of accounting services. It offers audit, tax, consulting, and wealth management services. The firm serves the energy, government, life sciences, manufacturing, private equity, and real estate and construction industries. The company was founded by Ira B. McGladrey in 1926 and is headquartered in Chicago, IL. | Commercial Services |
A.N. Culbertson & Co., Inc.
A.N. Culbertson & Co., Inc. Investment ManagersFinance A.N. Culbertson & Co., Inc. (ANC) is an independent registered investment advisor headquartered in Charlottesville, Virginia. The firm was founded by Alan Culbertson in 1992. ANC offers wealth management services to individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, corporations, and other business entities. | Finance |
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