Our Team

Gary H. Sherr

Gary joined the firm in 1986 and he is currently Senior Vice President and a Registered Investment Advisor. In addition to managing the assets of a diverse client base, he also has a broad range of experience in trading, options, NASDAQ market making, operations, marketing and compliance.

He manages investment accounts for individuals, retirement plans, non-profits, trusts and estates. He meets with clients to identify goals, objectives and understand their tolerance for risk. Then a plan is formulated and recommendations are made to reach the clients objectives.

Gary also has an extensive background in the regulatory side of the business. He was vice chairman of the NASD District 11 Business Conduct Committee which oversees all of New England and parts of New York State. He was Chairman of the NASD Quality of Markets Committee and a member of the NASD Market Surveillance Committee. Gary was also an arbitrator for industry sponsored forums for dispute resolutions.

His certifications include:
- General Securities Representative (NASD Series 7)
- Registered Options Principal (NASD Series 4),
- General Securities Principal (NASD Series 24)
- Equity Trader Limited Representative (NASD Series 55)
- Uniform Securities Agent State Law Exam (NASD Series 63)
- Uniform Combined State Law Examination (NASD Series 66)
- Life, Accident and Health Insurance License with the Commonwealth of Massachusetts

Gary graduated from Northeastern University in Boston with a B.S. in Business Administration with a minor in Political Science. He has been active with the Fenway Community Health Center in Boston and the Home for Little Wanderers.