Speakers

 

Sheryl Kucer, CFP®

Chief Operating Officer

Veris Wealth Partners

Sheryl joined Veris in September 2022 as a Partner and the firm’s Chief Operating Officer. She brings over 15 years of experience working with financial advisory firms in leadership and operational capacities. Sheryl holds the CERTIFIED FINANCIAL PLANNER™ certification.

Prior to joining Veris, Sheryl was Chief Operating Officer and Chief Compliance Officer at Dyson Capital Advisors, where she had general oversight of information technology, human resources, operations, finance, and compliance. Sheryl began her career learning the operational aspects of the investment advisory business at several small to mid-size investment advisory firms and her experience includes managing operations teams through mergers and acquisitions. As Director and Head of Client Service and Operations at Tiedemann Advisors, Sheryl managed a team of 20 associates tasked with handling the operational needs of advisors and clients.

Sheryl graduated from The George Washington University. She lives in Philadelphia, PA with her husband and two children.