Sheryl Ding

Client Service Associate

Newton, MA

Sheryl is a Client Service Associate in the Newton, MA office. She fully supports Wealth Advisors in delivering superior service to our clients, including internal compliance and external requirements for accounts and assets, and preparing financial analyses and client presentations.

Sheryl graduated from Boston College in May 2022 with a Bachelor of Arts in Economics.

In college, Sheryl was a peer financial advisor to fellow students, advising in budgeting, student employment, and investments. She also held three summer internships as a Lead Generation Intern at LogicMonitor, a software firm, a Business Services Intern at EDSI, a business development firm, and a Marketing & Public Relations Intern at NineNine Bespoke, a luxury consulting firm.

She also loves to travel, having been to 15+ countries and counting.