Nicholas Sherrill, Cfa®
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Nicholas Sherrill, Cfa® Email & Phone Number

Vice President | Relationship Director and Investment Specialist at Avantis Investors
Location: San Antonio, Texas, United States 6 work roles 1 school
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Current company
Avantis Investors
Role
Vice President | Relationship Director and Investment Specialist
Location
San Antonio, Texas, United States
Company size
50 employees

Who is Nicholas Sherrill, Cfa®? Overview

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Quick answer

Nicholas Sherrill, Cfa® is listed as Vice President | Relationship Director and Investment Specialist at Avantis Investors, a company with 50 employees, based in San Antonio, Texas, United States. AeroLeads shows a matched LinkedIn profile for Nicholas Sherrill, Cfa®.

Nicholas Sherrill, Cfa® previously worked as Vice President | Relationship Director & Investment Specialist at Avantis Investors and AVP, ETF Sales Specialist at Capital Group. Nicholas Sherrill, Cfa® holds Bachelor'S Degree, Economics from The University Of Texas At Austin.

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Avantis Investors

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About Nicholas Sherrill, Cfa®

Securities offered through American Funds Distributors, Inc.

Current workplace

Nicholas Sherrill, Cfa®'s current company

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Avantis Investors
Avantis Investors
Vice President | Relationship Director and Investment Specialist
San Antonio, TX, US
Website
avantisinvestors.com
Employees
50
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6 roles

Nicholas Sherrill, Cfa® work experience

A career timeline built from the work history available for this profile.

Vice President | Relationship Director And Investment Specialist

Avantis Investors

San Antonio, TX, US

Vice President | Relationship Director & Investment Specialist

Current
Avantis Investors

Texas, United States

Aug 2024 - Present

Avp, Etf Sales Specialist

Capital Group

Texas, United States

Mar 2024 - Jul 2024

National Accounts - Manager Research

Capital Group | American Funds

Work with Home Office and Manager Research contacts across Independent Broker-Dealers, Wirehouses, RIAs, Private Banks, Regional Banks, and TAMPs to drive Capital Group strategy (MF, ETF, SMA, Model) placements across platforms, recommended lists, OCIO, DCIO (3(21)/3(38)) and discretionary models.

Apr 2018 - Mar 2024

Internal Wealth Management Specialist

American Funds

San Antonio, Texas Area

  • Wirehouse Channel - Houston Metro
  • Work with Advisors of Wirehouse firms on all aspects of investing and portfolio construction
  • Perform fundamental research on competitor asset managers, mutual funds, ETFs, SMAs
  • Share comprehensive insight on competitor products with advisors to add value to model portfolios
  • Provide market research to advisors to help them build successful portfolios based on market conditions
  • Conduct 401k point of sale presentations for advisors recordkeeping and DCIO
Mar 2016 - Apr 2018

Sales Development Associate

American Funds

San Antonio, Texas Area

  • Educate Investors on various American Funds investment products
  • Discuss the performance and components of American Funds mutual funds with Financial Advisors
  • Provide maintenance and transactional investment account expertise for FAs and Investors
Jul 2015 - Mar 2016
Team & coworkers

Colleagues at Avantis Investors

Other employees you can reach at avantisinvestors.com. View company contacts for 50 employees →

PK Pat Keating Pat Keating Colleague at Avantis Investors Austin, Texas, United States, United States View → TM Tyler Mcwhirt Tyler Mcwhirt Colleague at Avantis Investors Overland Park, Kansas, United States, United States View → RS Ryan Shinn Ryan Shinn Colleague at Avantis Investors Kansas City Metropolitan Area, United States View → DS Daniel Sharplin, Cfp® Daniel Sharplin, Cfp® Colleague at Avantis Investors Austin, Texas, United States, United States View → MD Matthew Dubin Matthew Dubin Colleague at Avantis Investors Beverly Hills, California, United States, United States View → VG Vadim Gorin, Cfa Vadim Gorin, Cfa Colleague at Avantis Investors Los Angeles Metropolitan Area, United States View → CG Caroline Gaynor Caroline Gaynor Colleague at Avantis Investors Charlotte, North Carolina, United States, United States View → GH Geoff Hunter Geoff Hunter Colleague at Avantis Investors Chicago, Illinois, United States, United States View → AS Adam Scheve, Cfa, Cpa Adam Scheve, Cfa, Cpa Colleague at Avantis Investors Austin, Texas, United States, United States View → CS Charlie Sweeney, Cfa Charlie Sweeney, Cfa Colleague at Avantis Investors Denver, Colorado, United States, United States View →
1 education record

Nicholas Sherrill, Cfa® education

FAQ

Frequently asked questions about Nicholas Sherrill, Cfa®

Quick answers generated from the profile data available on this page.

What company does Nicholas Sherrill, Cfa® work for?

Nicholas Sherrill, Cfa® works for Avantis Investors.

What is Nicholas Sherrill, Cfa®'s role at Avantis Investors?

Nicholas Sherrill, Cfa® is listed as Vice President | Relationship Director and Investment Specialist at Avantis Investors.

Where is Nicholas Sherrill, Cfa® based?

Nicholas Sherrill, Cfa® is based in San Antonio, Texas, United States while working with Avantis Investors.

What companies has Nicholas Sherrill, Cfa® worked for?

Nicholas Sherrill, Cfa® has worked for Avantis Investors, Capital Group, Capital Group | American Funds, and American Funds.

Who are Nicholas Sherrill, Cfa®'s colleagues at Avantis Investors?

Nicholas Sherrill, Cfa®'s colleagues at Avantis Investors include Pat Keating, Tyler Mcwhirt, Ryan Shinn, Daniel Sharplin, Cfp®, and Matthew Dubin.

How can I contact Nicholas Sherrill, Cfa®?

You can use AeroLeads to view verified contact signals for Nicholas Sherrill, Cfa® at Avantis Investors, including work email, phone, and LinkedIn data when available.

What schools did Nicholas Sherrill, Cfa® attend?

Nicholas Sherrill, Cfa® holds Bachelor'S Degree, Economics from The University Of Texas At Austin.

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