Sharon Margetson, Cfa, Cipm
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Sharon Margetson, Cfa, Cipm Email & Phone Number

Senior Investment Analyst at SignatureFD
Location: Atlanta, Georgia, United States 3 work roles 1 school
1 work email found @wtw.no 1 phone found area 404 LinkedIn matched
✓ Verified Jun 2026 4 data sources Profile completeness 86%

Contact Signals · 1 work email · 1 phone

Work email s****@wtw.no
Direct phone (404) ***-****
LinkedIn Profile matched
3 free lookups remaining · No credit card
Current company
SignatureFD
Role
Senior Investment Analyst
Location
Atlanta, Georgia, United States
Company size
92 employees

Who is Sharon Margetson, Cfa, Cipm? Overview

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Quick answer

Sharon Margetson, Cfa, Cipm is listed as Senior Investment Analyst at SignatureFD, a company with 92 employees, based in Atlanta, Georgia, United States. AeroLeads shows a work email signal at wtw.no, phone signal with area code 404, and a matched LinkedIn profile for Sharon Margetson, Cfa, Cipm.

Sharon Margetson, Cfa, Cipm previously worked as Senior Associate at Wtw and Senior Research Analyst, Vice President at Real Estate Management Services (Rems) Group. Sharon Margetson, Cfa, Cipm holds Bachelor Of Science - Bs, Applied Mathematics, Highest Honor from Georgia Institute Of Technology.

Company email context

Email format at SignatureFD

This section adds company-level context without repeating Sharon Margetson, Cfa, Cipm's masked contact details.

*@wtw.no
68% confidence

AeroLeads found 1 current-domain work email signal for Sharon Margetson, Cfa, Cipm. Compare company email patterns before reaching out.

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Profile bio

About Sharon Margetson, Cfa, Cipm

Credentialed investment research analyst with nearly 20 years' experience in quantitative investment analysis. Skilled at working independently with keen attention to detail, ability to communicate verbally and a flair for writing. Proficient in FactSet, Bloomberg, Microsoft Excel, Word and PowerPoint. I am a connector - of people, information and ideas. Sometimes people to people, sometimes people to information and ideas, but always with the goal of solving problems, creating synergies, improving efficiency and results, learning something new and perhaps even bringing fun and joy - for the whole team, in professional or volunteer environments.

Current workplace

Sharon Margetson, Cfa, Cipm's current company

Company context helps verify the profile and gives searchers a useful next step.

SignatureFD
Signaturefd
Senior Investment Analyst
atlanta, georgia, united states
Website
signaturefd.com
Employees
92
AeroLeads page
Company profile
View company profile Email format
3 roles · 25 years

Sharon Margetson, Cfa, Cipm work experience

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

Senior Investment Analyst

Current
Signaturefd

Atlanta, Georgia, United States

Aug 2022 - Present

Senior Associate

Wtw

Atlanta, Georgia, United States

Sep 2020 - Aug 2022

Senior Research Analyst, Vice President

Real Estate Management Services (Rems) Group

Atlanta, Georgia, United States

  • Responsible for the quantitative aspects of the investment process, managing a proprietary research database, portfolio analytics and attribution, and statistical applications
  • Created a private FactSet database hosting proprietary data and coded over 1,700 formulas for investment idea generation, portfolio analytics and performance reporting
  • Spearheaded transition of in-house research platform from FactSet to Bloomberg, ensuring seamless continuation of research and investment management functionality
  • Created and maintained a master pitch book of slides showcasing relevant market data, portfolio and benchmark performance, performance attribution, characteristics and risk metrics on all investment products in support.
  • Devised a methodology to ensure consistency in reporting data to consultant databases, ensuring they received comparable data every period
  • Initiated and led special projects, including achieving GIPS® Compliance in 2019
2001 - Sep 2020
Team & coworkers

Colleagues at SignatureFD

Other employees you can reach at signaturefd.com. View company contacts for 92 employees →

BF Brian Frey, Cfp® Brian Frey, Cfp® Colleague at SignaturefdAtlanta, Georgia, United States, United States View → RC Russ Cearley, Cfa® Russ Cearley, Cfa® Colleague at SignaturefdCharlotte, North Carolina, United States, United States View → CB Colleen Barnes Colleen Barnes Colleague at SignaturefdUnited States, United States View → CM Crystal Mathis Crystal Mathis Colleague at SignaturefdAtlanta, Georgia, United States, United States View → BC Bryan Craig, Cfp® Bryan Craig, Cfp® Colleague at SignaturefdAtlanta, Georgia, United States, United States View → CS Catie Stewart Catie Stewart Colleague at SignaturefdAtlanta, Georgia, United States, United States View → LM Lorelle Mills Lorelle Mills Colleague at SignaturefdAtlanta Metropolitan Area, United States View → AG Ariadna Garcia Diaz Ariadna Garcia Diaz Colleague at SignaturefdAtlanta, Georgia, United States, United States View → AH Ashley Healy Ashley Healy Colleague at SignaturefdAtlanta, Georgia, United States, United States View → JL Jay Loyd, Cpa, Cfp® Jay Loyd, Cpa, Cfp® Colleague at SignaturefdAtlanta, Georgia, United States, United States View →
1 education record

Sharon Margetson, Cfa, Cipm education

FAQ

Frequently asked questions about Sharon Margetson, Cfa, Cipm

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

What company does Sharon Margetson, Cfa, Cipm work for?

Sharon Margetson, Cfa, Cipm works for SignatureFD.

What is Sharon Margetson, Cfa, Cipm's role at SignatureFD?

Sharon Margetson, Cfa, Cipm is listed as Senior Investment Analyst at SignatureFD.

What is Sharon Margetson, Cfa, Cipm's email address?

AeroLeads has found 1 work email signal at @wtw.no for Sharon Margetson, Cfa, Cipm at SignatureFD.

What is Sharon Margetson, Cfa, Cipm's phone number?

AeroLeads has found 1 phone signal(s) with area code 404 for Sharon Margetson, Cfa, Cipm at SignatureFD.

Where is Sharon Margetson, Cfa, Cipm based?

Sharon Margetson, Cfa, Cipm is based in Atlanta, Georgia, United States while working with SignatureFD.

What companies has Sharon Margetson, Cfa, Cipm worked for?

Sharon Margetson, Cfa, Cipm has worked for Signaturefd, Wtw, and Real Estate Management Services (Rems) Group.

Who are Sharon Margetson, Cfa, Cipm's colleagues at SignatureFD?

Sharon Margetson, Cfa, Cipm's colleagues at SignatureFD include Brian Frey, Cfp®, Russ Cearley, Cfa®, Colleen Barnes, Crystal Mathis, and Bryan Craig, Cfp®.

How can I contact Sharon Margetson, Cfa, Cipm?

You can use AeroLeads to view verified contact signals for Sharon Margetson, Cfa, Cipm at SignatureFD, including work email, phone, and LinkedIn data when available.

What schools did Sharon Margetson, Cfa, Cipm attend?

Sharon Margetson, Cfa, Cipm holds Bachelor Of Science - Bs, Applied Mathematics, Highest Honor from Georgia Institute Of Technology.

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