Sheri Nelson

Director of Client Service

The “face and voice of International Research”, Sheri joined the firm in 2016 with the task of creating a higher brand of service-excellence for our clients and our partners.  Combining fresh and modern processes with a high-touch approach, Sheri provides a personal client experience unmatched in today’s fast-paced wealth management industry.  Since 1985, Sheri has served client needs in the area of new client onboarding, day-to-day cash management, client reporting and enterprise management.  She also serves the firm’s advisors in the area of research aggregation, performance monitoring and ongoing compliance.