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Hannah Boundy

Founding/Managing Partner

Sherwood Financial Partners

United States, Colorado, Denver

About Me

Hannah graduated Magna Cum Laude from Pepperdine with a Bachelor of Science in international business and a minor in accounting. Following graduation, she went to work alongside Matthew Davis as a trader and analyst at Manchester Financial. Eventually, she found herself assisting in the financial planning aspects of the business. When the opportunity presented itself to continue working with Matthew and another colleague at Cedarstone Advisors, she took it. While there, she shifted her focus to the operational aspects of wealth management, gaining valuable insights into the day-to-day workings of a small business. On the side, she continued to learn, acquiring the CFA® designation and pub

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Profile Information

Founding/Managing Partner

Sherwood Financial Partners

Investment Team, Operations Team

Investor

RIA/Wealth Manager/Asset Manager

Denver

Colorado

United States

Feb 19, 2025

Work Experience

Sherwood Financial Partners

Founding/Managing Partner
Jul 2019 - Present
Email: hannah.boundy@sherwoodfp.com

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