CoverProfile

Lance Sherry

Wealth Advisor

Kovitz

United States, Illinois, Chicago

About Me

Lance provides comprehensive Cashflow Planning, Portfolio Construction, and Estate Planning reviews to help his clients accomplish their long-term goals and objectives. Prior to joining Kovitz, Lance was a Wealth Planner at Fifth Third Private Bank where he specialized in Advanced Estate Planning, Charitable Planning, and Business Succession in addition to comprehensive planning around Retirement, Income and Estate Taxes, and Executive Compensation. Lance earned his Bachelor of Arts degree from the University of Illinois, Urbana-Champaign and his Juris Doctorate from The John Marshall Law School (now UIC Law School). Lance is a licensed attorney in the State of Illinois and a Certified Fi

View more

Profile Information

Wealth Advisor

Kovitz

Investment Team

Investor

RIA/Wealth Manager/Asset Manager

Chicago

Illinois

United States

Oct 9, 2024

Work Experience

Kovitz

Wealth Advisor
Jun 2021 - Present
Email: lsherry@kovitz.com

More profiles to browse

Profile Photo
John Conway
Sr. Financial Advisor and Senior Wealth Advisor
JH
Joel Hirsh
Co-Chief Investment Officer, Principal
Profile Photo
Matt Hayner
Portfolio Manager
Profile Photo
Amanda Falkum
Principal, Senior Wealth Advisor, Director - Wealth Planning and Senior Financial Advisor

You Might Like

RM
Robert Miller
Chief Compliance Officer
Oakmont Corporation
DZ
Donna Zanetti
Manager of Client Services
Pennsylvania Capital Management
JB
Joy Bunzel
Client Services
Sierra Investment Management
LA
Lily Akopyan
Executive Assistant
Oakmont Corporation