Steven Sherman is the President of CS Advisors Inc., a financial planning and wealth management firm. As an investment advisor, Mr. Sherman develops tax efficient investment portfolios based on a foundation of asset allocation and strategic diversification. He is committed to providing comprehensive, objective, and honest financial management services to his valued clients.
 

Qualifications

Mr. Sherman has a strong background in a broad range of financial markets that gives him a unique ability to develop, technically evaluate, and monitor investment strategies customized to individual portfolios. He has nearly 20 years of investment experience in equity, fixed income, derivatives, and commodity futures. His expertise lies in analyzing and quantifying risk associated with diversified investment portfolios.

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Experience

Mr. Sherman started his career in the financial industry in 1986 as an options market maker. He was a member of The American Stock Exchange, Commodities Exchange and The New York Futures Exchange. During his tenure as a partner of Capital Management from 1986 through 1994, Mr. Sherman specialized in assessing the risk and pricing of portfolios of equities, equity options, index options and futures. In 1995, Mr. Sherman, started a wholesale mortgage banking company. As an executive in the mortgage banking industry from 1995 through 2001, he managed portfolios of fixed income products consisting of residential mortgages. Since forming CS Advisors Inc in 2002, he has focused on providing the highest quality financial services by helping clients formulate and maintain portfolios properly constructed to build wealth over time while limiting risk exposure.

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Education

Mr. Sherman received a Bachelor of Science Degree (B.S.) in Economics in 1985 from the State University of New York at Binghamton and a Master of Arts Degree (M.A.) in Economics and Finance in 1986 from the same university. His thesis work was a technical evaluation of derivative pricing of highly correlated assets. He believes his continuing education combined with daily research of investments and financial markets benefits his clients. Mr. Sherman currently resides in Boca Raton, Florida with his wife Mary and their dogs, Faith and Brooks.